News        2009 Maximum Adjustments modified 1/28/2009 The Internal Revenue Service has announced the 2009 maximum adjustments applicable to dollar limitations on benefits from and contributions to qualified retirement plans. read >>        Can A Competitor Be the Answer to Our Problems? modified 8/28/2009 Read on to discover how mergers & acquisitions might become the feasible option for your business. read >>        Recessions, Bailouts and Ponzi Schemes, Oh My! modified 8/28/2009 In the midst of today's market, how does anyone know who to trust or what to do with their money? Read Mike Mesch's article published in the February issue of The Edge. read >>        First Time HomeBuyer Program modified 4/27/2009 The City of Cedar Rapid’s First Time Home Buyer Program is designed to increase the overall homeownership rate, create greater opportunity for homeownership among lower income and underserved households, and to revitalize and stabilize communities.  read >>        First-Time Homebuyer Credit modified 9/08/2009 The Housing Assistance Act of 2008 may allow taxpayers who have not owned a home in the last three years to qualify for a refundable income tax credit.  read >>        Uncover 35 “Hidden” Medical Deductions modified 3/12/2009 The IRS and the courts have approved deductions for several rather unusual or extraordinary expenses over the years. Here is a partial list, in alphabetical order, of 35 deductible expenses you might easily overlook. read >>        Planning Tip: Income Limit Removed for Converting modified 11/06/2009 The Tax Increase Prevention and Reconciliation Act, signed into law on May 17, 2006, eliminates the $100,000 adjusted gross income ceiling for converting a traditional IRA into a Roth IRA.  read >>        Michael P. Mesch, CPA/ABV, AM, CFF modified 10/05/2009 Terry, Lockridge & Dunn, Inc. announces Michael Mesch has earned Accredited Member status within the American Society of Appraisers with a specialty in business valuation. read >>        Women's Entrepreneurial Seminar modified 10/14/2009 A seminar designed for women who are interested in establishing their own business! Join us this Saturday, October 17th at our office in Iowa City. read >>        Ten Tips for Business Owners modified 10/14/2009 If you are a small business owner, whether you hire people as independent contractors or as employees will impact how much additional cost your business must bear. read >>        2010 Will NOT Have a Cost of Living Adjustment modified 10/15/2009 The Social Security Administration announced Social Security and Supplemental Security income benefits will not increase in 2010 for a cost of living adjustment (COLA).  read >>        Can you handle our question of the month? modified 11/11/2009 What do…Nicholas Cage…Willie Nelson…Chuck Berry…Martha Stewart…Wesley Snipes…Al Capone……all have in common?  read >>        Take note, Regulation is Coming modified 11/10/2009 The IRS will propose a regime for regulating preparers by the end of the year and Congress will likely OK it in 2010. read >>        Cost Saving for Small Business modified 11/10/2009 Running a small business is no easy task. Running a small business and reaching the most profitable level is even more daunting.  read >>        Terry, Lockridge & Dunn Adds Two Shareholders modified 2/10/2010 On January 8, 2010 we announced the addition of two new shareholders to our firm. read >>        Audit Protection Service modified 2/10/2010 The proliferation of computers has given the IRS the ability to crosscheck information on your tax return to a variety of sources. read >>        Bridging the Gap modified 3/03/2010 The challenges faced by minorities are very real and very evident. While many will point to the advancements, it is disingenuous to suggest the great divide has been bridged. No where is this as quantifiable as in the area of minority businesses.  read >>        Roth IRA Conversions modified 3/09/2010 Regardless of income in 2010, taxpayers can convert traditional IRA accounts to Roth IRA accounts.  read >>        Request Tim Terry for Public Speaking Events modified 2/08/2010 Tim Terry, founder of Terry, Lockridge & Dunn and World Trend Financial. read >>        Recent Homebuyer Information modified 7/01/2009 This timely information is important for recent homebuyers to be aware of. Please read these tips to take full advantage of these money-saving opportunities. read >>        Be ready for Roth IRA changes in 2010 modified 12/22/2009 If you've never qualified for a Roth IRA before, your opportunity is coming next year. read >>        Fall 2008 Financial Newsletter modified 1/28/2009 Read about how to get down to business. read >>        2009 Stimulus Bill modified 6/30/2009 On February 17, 2009 President Obama signed a massive $800 billion economic stimulus package, which Congress had passed a few days earlier.  read >>        Residential Energy Credits modified 12/22/2009 The American Recovery and Reinvestment Tax Act of 2009 (2009 Recovery Act) reinstated the Credit for Nonbusiness Energy Property (CNEP) for 2009 and 2010, and enhanced the Residential Energy Efficient Property (REEP) credit. read >>        2009 Recovery Act: Tax Benefits for Unemployed modified 6/30/2009 The American Recovery and Reinvestment Tax Act of 2009 provides assistance with payment of COBRA premiums for workers who are involuntarily unemployed. read >>        Trouble for Employers? modified 10/05/2009 Misclassification of Independent Contractors and Employees. Today more and more businesses are increasing their use of outside workers to cut costs, including payroll tax costs. Unfortunately, this trend has caught the attention of the IRS. read >>        Reminder on Equipment Expensing modified 10/05/2009 Bonus depreciation is one of Congress' favorite mechanisms (along with Code Sec. 179 expensing) to encourage business spending. read >>        Terry Lockridge & Dunn instrumental in LEED modified 12/22/2009 LEED is an internationally recognized green building certification system. Tim Terry, the chairman of TLD and WTF has been a major leader in LEED building. read >>        Good or Bad? Making Work Pay credit needs a second modified 6/30/2009 The American Recovery and Reinvestment Act of 2009 provides a credit against income tax in an amount equal to the lesser of 6.2 percent. read >>        A Note from the President: Volatile Markets modified 1/28/2009 It is during periods like these that it is important to revert back to what we believe the two pillars of long-term investment success: asset allocation and time horizon. read >>        New Car Sales Tax Deduction modified 7/31/2009 Automobile sales, like new home sales, have plummeted in recent months. In response, Congress has created a non-itemized deduction for state and local sales taxes or excise taxes paid on quallified purchases of new motor vehicles.  read >>        Iowa Local Option Tax Update modified 10/30/2009 Iowa Local Option Sales Tax Jurisdictions: All jurisdictions have a local option rate of 1% beginning July 1, 2009 read >>        Cash for Clunkers Program modified 8/06/2009 In recent weeks both the House and Senate approved the new “green” program commonly referred to as “Cash for Clunkers”, with President Obama expected to sign the measure the week of June 22, with a start date of July 2009. read >>        The IRA Charitable Rollover Passed modified 7/01/2009 Congress extended this excellent charitable planning opportunity for both 2008 and 2009. read >>        Business Tips for a Stagnant Economy modified 6/30/2009 With the downturn in the economy, many businesses are hitting a few rough patches. We have compiled a list of helpful hints to help you navigate the bumpy road ahead...  read >>        2009 Recovery Act: American Opportunity Education modified 8/06/2009 The American Recovery and Reinvestment Tax Act of 2009, which provides billions of dollars of tax relief. read >>        President Obama Signs Haiti Deductions Bill modified 3/04/2010 Charitable donations made to Haiti relief programs before March 1, 2010 can be claimed on your 2009 income tax return. read >>        Business Coaching modified 3/04/2010 Have you ever felt exhausted by a seemingly endless amount of obstacles preventing you from enjoying your business? We know you wear multiple hats – from marketing, to accounting and human resources – the list can be endless!  read >>        The Top Five Myths of Valuing Your Business modified 1/28/2009 The top five myths of valuing a private business and why you should not buy into them. read >>        A Note from Tim Terry: Free Falling Markets modified 8/06/2009 As we watch U.S. and global markets free fall, it provides an excellent opportunity to consider the impact of uncertainty on investors. In effect, we have seen a perfect storm. read >>        Eighth Circuit Affirms "Charitable Lid" modified 2/08/2010 A “charitable lid” caps an estate tax liability by having the decedent set an amount to pass to beneficiaries with the remainder to charity. The amount passing to charity will then qualify for an estate tax charitable deduction. read >>        2009 Worker Act modified 2/08/2010 The 2009 Worker Act now allows businesses of all sizes to carryback net operating losses (NOL) to more than two and less than six years. The provision has been extended to NOLs for 2008 or 2009. read >>        Culver Announces Four New Programs modified 1/22/2010 Governor Chet Culver announced four new programs that are to help business owners and residential landlords. read >>        Market Q & A with the World Trend Advisors modified 7/01/2009 With the markets in such fluctuations, we have been hearing a number of questions regarding this economic downturn... read >>        New Tax Credit for First Time Homebuyers modified 4/27/2009 The Housing Assistance Act of 2008 may allow taxpayers who have not owned a home in the last three years to qualify for a refundable income tax credit up to $7,500. Read on to see if you qualify... read >>        Mesch Certified in Financial Forensics modified 1/28/2009 Mike Mesch, Business Valuations specialist at Terry, Lockridge & Dunn, received his certification in Financial Forensics from the AICPA. read >>        We're Back! modified 1/28/2009 Due to flooding in Cedar Rapids offices, we were temporarily relocated to Hiawatha. As of late August, we have officially moved back to our downtown offices. read >>        Update: New Flood Relief Info for Businesses modified 1/28/2009 Updated information and deadline extensions for businesses affected by the flood. read >>        Flood of 2008 Update modified 1/28/2009 Read here for an update on our business relocation and for a list of useful phone numbers and websites for flood updates and ways for you to give or receive help. read >>        ATTN: Flood Recovery Information for Business modified 1/28/2009 Important SBA deadlines and information for tracking losses and getting your business, and employees, up and running again. read >>        Iowa Sales Tax Increases to 6% modified 1/28/2009 Read more to find out which transactions are exempt from this increase and others who can expect to make the jump. read >>        IRS Increases Mileage Rates through Dec. 31, 2008 modified 1/28/2009 The Internal Revenue Service today announced an increase in the optional standard mileage rates for the final six months of 2008. read >>        Spring 2008 Financial Newsletter modified 1/28/2009 Read about our recent survey results and how we can help save you money this summer... read >>        Community Business Forum modified 1/28/2009 ...this is an opportunity for you to share knowledge acquired throughout your career and to learn from some of your peers in the community. read >>        Real Tips and Financial Updates modified 1/28/2009 Read about the latest tips and updates from the market as well as from your own advisors. read >>        TLD & WT Make May Day Bright for Kids at U of I modified 1/28/2009 “I think it is important to give back to the community; a few dollars from each of us and a little bit of our time can go a long way,”... read >>        Lucrative Partnership modified 1/28/2009 Corridor firms’ growth linked to working together with a focus on the client.  read >>        "My business is like my third child..." modified 1/28/2009 Business owners will often explain to me that their business is like their “third child” and it is easy to understand why… read >>        Add Real Value to your Business modified 1/28/2009 Instead of selling his business, our client realized he needed to go back to work. With a little advanced planning he could have met his timeline for sale and retirement. read >>        Family Values & Your Family Business modified 1/28/2009 Our client thought she had her exit strategy all planned out. Unfortunately her family had different ideas... read >>        Make a Meal, Make a Difference modified 1/28/2009 Employees of Terry, Lockridge & Dunn and World Trend Financial prepare a meal for guests at the Iowa City Ronald McDonald House. read >>        TLD and WT Make Cards for Veterans modified 1/28/2009 Terry, Lockridge & Dunn and World Trend Financial teamed up with Willowwind School in Iowa City to deliver homemade holiday cards to veterans in the Iowa City VA Hospital. read >>        TLD wins Excellence in Education Award modified 1/28/2009 Terry, Lockridge & Dunn won the award for their involvement with Willowwind School in Iowa City as well as their overall support of children and education. read >>        Building Green Piques Interest modified 1/28/2009 Several new Iowa projects incorporate environmentally friendly principles. Construction is scheduled to start soon on a green building that will be the new offices for Terry, Lockridge and Dunn and World Trend Financial. read >>        Make-A-Wish Week at TLD & WT modified 1/28/2009 Terry, Lockridge & Dunn and World Trend Financial employees raise nearly $1,500 for the Make-A-Wish Foundation of Iowa while having some fun at work. read >>        Deductions: Business Expenses modified 1/28/2009 The IRS has updated the simplified per diem rates that employers (or their agents or third parties) can use to reimburse employees without the need to produce receipts. read >>        FAQ About New Medicare Part B Rules modified 7/01/2009 The Medicare Modernization Act of 2003 changed how Part B premiums are calculated for some higher income beneficiaries. Read on to see if these new rules will affect you. read >>        Our New Iowa City Building modified 1/28/2009 Designed for the Future, TLD and WT Reveal New Building Plans  read >>        AMT Patch modified 1/28/2009 The AMT (alternative minimum tax) "patch" is a temporary fix to a big problem.  read >>        Surprising Expansion of "Kiddie Tax" modified 1/28/2009 There has recently been a surprising expansion of the “kiddie tax,” enacted by Congress in the Small Business Act of 2007. If you have children under age 24 as of 2008, this is of importance to you.  read >>        Tuition and Textbook Credit modified 1/28/2009 Taxpayers who have one or more dependents attending Kindergarten through 12th grade in an accredited Iowa school may take a credit for each dependent for amounts paid for tuition and textbooks.  read >>        New Tax Laws for Homeowners modified 1/28/2009 Including articles about house foreclosure, deductions on mortgage insurance and home sale exclusions for a surviving spouse. Read on to see if these topics affect your taxes. read >>        IRS Warns of New Tax Scams modified 4/27/2009 Phishing Scams, Frivolous Arguments Top the 2008 "Dirty Dozen" Tax Scams read >>        1996 Tax Letter modified 3/03/2010 Dear Survivor of Election Promises... read >>

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