News Archive



50 Items Found

       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 >>

       IRS Serves up Summertime Tax Tips
modified 8/28/2009

The IRS has posted a myriad of new topics on their website. If you have questions on any of these topics please call one of our offices and speak to an accountant. read >>

       CAREER OPPORTUNITY: Accountant
modified 3/03/2010

A growing Cedar Rapids and Iowa City accounting firm is seeking a highly motivated, goal oriented, professional with 2 years experience in tax preparation and accounting services. Be a part of our expansion and growth!  read >>

       Tax Accountant
modified 12/22/2009

Our team has openings for highly motivated, goal oriented, professionals specializing in tax preparation and accounting services. Thanks to our tremendous growth we also have select entry-level positions available.  read >>

       Business Sales Developer
modified 3/03/2010

We have a tremendous opportunity for a Business Sales Developer. This person must be highly motivated, self-driven, with strong interpersonal skills. Excellent communication and customer service skills are a must and also very goal oriented.  read >>

       Administrative Assistant/Secretary
modified 3/03/2010

Terry, Lockridge & Dunn is currently growing and we are looking for an Administrative Assistant/Secretary. This is a very rewarding opportunity with a well-established accounting/financial services firm in Iowa City.  read >>

       How Are We Doing?
modified 9/10/2008

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 >>

       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 >>

       Tax Guide
modified 4/27/2009

As we approach tax season, this to-do list will be useful as you begin to plan. 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 >>

       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 >>

       Corridor Business Journal Industry Leaders
modified 12/22/2009

The Corridor Business Journal recently announced industry leaders in which Terry, Lockridge & Dunn and World Trend Financial were named. Thank you to our wonderful clients! 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 >>

       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 >>

       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 >>

       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 >>

       Errors in Economic Stimulus Payments
modified 9/03/2008

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 >>

       CAREER OPPORTUNITY: Experienced Accountant
modified 3/03/2010

Terry, Lockridge & Dunn seeks an experienced Tax Advisor read >>

       New Tax Credit for Businesses
modified 4/15/2008

Do you use propane powered forklifts in your business? If so, you may qualify for a new tax credit. read >>

       Stimulus Payments Starting Early
modified 9/03/2008

Treasury Department says it will deposit the first 800,000 payments four days earlier than expected in effort to boost economy. read >>

       Biennial Reports Due for Corporations
modified 4/15/2008

Biennial reports for domestic corporations are due on April 1, 2008. Read to find out if your company is required to submit this report. read >>

       2008 Economic Stimulus Act Facts
modified 9/03/2008

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 9/03/2008

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 >>

       Year-End Financial Planning: A Checklist
modified 2/27/2008

The end of the year is a time for assessments, renewal and resolutions. This process includes reviewing your financial situation to make sure you are achieving your goals. read >>

       Television Ad
modified 1/28/2009

View our television ad, aired during the KCRG Sunday night news at 10:00. 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 >>

       TLD & WT 2008 Company News
modified 1/22/2009

From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2008! 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 >>

       Winter 2008 Financial Newsletter
modified 1/28/2009

Read our real tips for the upcoming tax season and for changes in IRA rules. read >>

       CAREER OPPORTUNITY: Business Valuation
modified 2/27/2008

Terry, Lockridge & Dunn is seeking a qualified individual to fill the position of Financial Reporting Valuation Analyst. Read more about the opportunity and how to contact us.  read >>

       IRS Warns of New Tax Scams
modified 4/27/2009

Phishing Scams, Frivolous Arguments Top the 2008 "Dirty Dozen" Tax Scams read >>

       2007 Tax Letter
modified 4/02/2008

Dear Survivor of Reality TV... read >>

       Social Security Error Could Harm Tax Returns
modified 5/14/2008

KCRG interviews Terry, Lockridge & Dunn accountant regarding a recent social security error. read >>

       2006 Tax Letter
modified 4/02/2008

Dear Survivor of (choose from the following tax bills passed in the 109th Congress... read >>

       2005 Tax Letter
modified 4/02/2008

Dear Survivors of an incredible number of attempts at reforming the tax code... read >>

       2004 Tax Letter
modified 4/02/2008

Dear Survivor of Even More Tax Reform... read >>

       2002 Tax Letter
modified 4/02/2008

Dear Survivor of Weapons of Mass Destruction... read >>

       2003 Tax Letter
modified 4/02/2008

Dear Survivor of Wars, Stock Market Vertigo and JGTRRA... read >>

       2001 Tax Letter
modified 4/02/2008

Dear Fellow Patriot... read >>

       2000 Tax Letter
modified 4/02/2008

Dear Survivor of Dimpled Ballots, Dangling Chads and Suspended Election Results... read >>

       1999 Tax Letter
modified 4/02/2008

Dear Survivor of .com Mania... read >>

       1998 Tax Letter
modified 4/02/2008

Dear Survivor of "Monicagate"... read >>

       1997 Tax Letter
modified 4/02/2008

Dear Survivor of El Nino... read >>

       1996 Tax Letter
modified 3/03/2010

Dear Survivor of Election Promises... read >>