Business Results
Terry Lockridge & Dunn provides tax, accounting and consulting services. We maximize the wealth of our business clients through sound advice and access to timely and accurate information.
Learn More
Personal Solutions
Terry Lockridge & Dunn has been serving individuals since 1978. We provide forward-thinking ideas and strategies to help you achieve your financial goals through proactive tax, retirement, estate and college savings planning.
Learn More
Join our Community
Our online community is free to join, and gets you access to a library of white papers, presentations, videos and helpful checklists. Sign up today!
Join TodayRecent News
-
An Important Message to Our Clients and Others Regarding COVID-19 & Our Firms’ Response
Mar 19, 2020| byTerry Lockridge & Dunn and World Trend Financial are determined to do our part to stop the spread of the coronavirus (COVID-19) …
-
HSA Contributions and Medicare – What You Need to Know
Mar 01, 2020| byMedicare is not a high deductible health plan. After you are on Medicare, you are not eligible to contribute to an HSA. You can …
-
Kiddie Taxes After the SECURE Act
Mar 01, 2020| byPrior to the Tax Cuts and Jobs Act (TCJA), children with unearned income had received the first $1,100 of unearned income tax-fr…
-
Medicare Advantage Open Enrollment Ends March 31
Mar 01, 2020| byWhile the Medicare enrollment period of October 15 – December 7 each year is widely promoted, this opportunity for people with M…
