News        WE HAVE TEMPORARILY RELOCATED modified 7/15/2008 Due to flooding in our downtown Cedar Rapids offices, we have temporarily moved Cedar Rapids business operations to 2205 Blairs Ferry Crossing in Hiawatha. read >>        Real Tips and Financial Updates modified 5/02/2008 Read about the latest tips and updates from the market as well as from your own advisors. read >>        Our New Iowa City Building modified 2/27/2008 Designed for the Future, TLD and WT Reveal New Building Plans  read >>        How Are We Doing? modified 6/05/2008 Please take three or four minutes to help us serve you better! We have a brief, six-question survey to gauge the quality of our services and seek areas in which we can improve. read >>        Flood of 2008 Update modified 7/15/2008 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 >>        CAREER OPPORTUNITY: Experienced Accountant modified 6/25/2008 Terry, Lockridge & Dunn seeks an experienced Tax Advisor read >>        ATTN: Flood Recovery Information for Business modified 7/15/2008 Important SBA deadlines and information for tracking losses and getting your business, and employees, up and running again. read >>        Tuition and Textbook Credit modified 1/22/2008 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 1/31/2008 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 >>        AMT Patch modified 1/31/2008 The AMT (alternative minimum tax) "patch" is a temporary fix to a big problem.  read >>        Family Values & Your Family Business modified 3/03/2008 Our client thought she had her exit strategy all planned out. Unfortunately her family had different ideas... read >>        IRS Increases Mileage Rates through Dec. 31, 2008 modified 7/15/2008 The Internal Revenue Service today announced an increase in the optional standard mileage rates for the final six months of 2008. read >>        Surprising Expansion of "Kiddie Tax" modified 1/07/2008 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 >>        Errors in Economic Stimulus Payments modified 6/25/2008 Some citizens have been finding errors in the calculations of their recently received economic stimulus payment. Read on to find out what you can do if you feel your payment has been miscalculated... read >>        2008 Maximum Adjustments modified 11/28/2007 The Internal Revenue Service has announced the 2008 maximum adjustments applicable to dollar limitations on benefits from and contributions to qualified retirement plans. read >>        Stimulus Payments Starting Early modified 5/14/2008 Treasury Department says it will deposit the first 800,000 payments four days earlier than expected in effort to boost economy. read >>        Spring 2008 Financial Newsletter modified 7/15/2008 Read about our recent survey results and how we can help save you money this summer... read >>        Community Business Forum modified 6/16/2008 ...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 >>        Iowa Sales Tax Increases to 6% modified 7/02/2008 Read more to find out which transactions are exempt from this increase and others who can expect to make the jump. read >>        2008 Economic Stimulus Act Facts modified 5/01/2008 The recently passed Economic Stimulus Act of 2008 is designed to jump-start the U.S. economy by getting more than $100 billion in one-time rebates into taxpayer’s hands. read >>        Economic Stimulus Payment Schedule modified 5/08/2008 See the stimulus payment schedule for tax returns received and processed by April 15, 2008. This outlines what date you can expect to receive your disbursement depending on the method of payment.  read >>        The Top Five Myths of Valuing Your Business modified 2/27/2008 The top five myths of valuing a private business and why you should not buy into them. read >>        Deductions: Business Expenses modified 2/27/2008 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 2/27/2008 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 >>        "My business is like my third child..." modified 4/07/2008 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 3/03/2008 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 >>        TLD Listed Best of the Corridor modified 2/27/2008 The annual Best of the Corridor read >>        2010 Roth Conversions modified 2/27/2008 On May 17, 2006, President Bush signed the Tax Increase Prevention Reconciliation Act... read >>        Television Ad modified 5/08/2008 View our television ad, aired during the KCRG Sunday night news at 10:00. read >>        Make-A-Wish Week at TLD & WT modified 2/27/2008 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 >>        Request Tim Terry for Public Speaking Events modified 3/03/2008 Tim Terry, founder of Terry, Lockridge & Dunn and World Trend Financial. read >>        TLD & WT Make May Day Bright for Kids at U of I modified 5/08/2008 “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 >>        Make a Meal, Make a Difference modified 2/27/2008 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 2/27/2008 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 2/27/2008 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 >>        Lucrative Partnership modified 4/03/2008 Corridor firms’ growth linked to working together with a focus on the client.  read >>        Building Green Piques Interest modified 2/27/2008 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 >>

210 Second Street SE | Cedar Rapids, Iowa 52401 | (319) 364-2945
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