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Tax Tip of the Week

Jul 09, 2018

This week's tax tip: The tax perks of summer camp Read More
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Category: Featured

2018 Midyear Tax Planning Letter

Jul 01, 2018

Summer used to be a time to unwind and make minor tweaks to your annual tax and financial plans. But a tidal wave of new tax laws changes all that. We are here to help you navigate the uncharted waters of the new and modified tax laws, and give you straightforward answers about how the changes will affect you today and into the future. Read More
Category: Featured

Six Home Ownership Tax Benefits

Jul 01, 2018

If you own or are considering purchasing a home, you can take advantage of many tax benefits. We have outlined six of the most commonly used homeowner tax breaks. Read More
Category: Featured

Short Term Rentals - Is This Taxable Income?

Jul 01, 2018

Airbnb, VRBO and other home sharing applications make it easy to generate some income on your home or vacation property. Do you know the rules to ensure you are not creating an unexpected tax situation? Read More
Tags : Tax Planning
Category: Featured

Update on the Tax Cuts and Jobs Act (TCJA)

Jun 01, 2018

The Tax Cuts and Jobs Act was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of the thornier issues created by the tax overhaul. Read More
Category: Featured

Unlock the Full Potential of QuickBooks – Seminar on June 20th

Jun 01, 2018

Please join Terry Lockridge & Dunn’s Rhonda Andrews, Partner, and Brandon Yuska, CPA, Manager, from 3:00 – 5:00 pm on Wednesday, June 20th, in our Cedar Rapids office, to learn how QuickBooks® Desktop 2018 can be used more effectively and efficiently. Read More
Category: Featured

How to Handle a Gap in Health Care Coverage

Jun 01, 2018

Health care coverage gaps happen. Whether because of job loss or an extended sabbatical between gigs, you may find yourself without health care for a period. Here are some tax consequences you should know about, as well as tips to fix a coverage gap. Read More
Category: Featured

Medicare Enrollment Basics

Jun 01, 2018

Given the escalating costs of health insurance, Medicare has become an increasingly important component of a retirement plan. This article reviews the four "parts" offered through Medicare and private insurance carriers. Read More
Category: Featured

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June 2018 QuickBooks® Seminar, Update on the TCJA, Medicare Enrollment Basics, and More!

May 2018 Have You Revisited Your Payroll Tax Withholding? HSA Limits, Protect Yourself in a Divorce Settlement and More!

April 2018 Retirement Issue: Avoid These Retirement Planning Mistakes, 5 Tips to Win the Battle Against Retirement Health Care Costs, Financial Calculators Available and More!

March 2018 Where is My Income Tax Refund?, Taxes and Virtual Currencies What You Need to Know, 2018 Dollar Limitations on Retirement plan Contributions, Beware: New Twist on an Old Scam and More!

Special Edition Stock Market Volatility

February 2018 New Year Tax Planning Letter Posted, Locate Lost Retirement Benefits, Avoid an IRS Audit and More!


January 2018 3 Important Facts About Splitting an IRA in a Divorce, Tax Reform in 2018, Non Spousal Inherited IRA Tax Tips, 4th Annual Realtor and Developer Seminar and More!

Special Edition 2017 Tax Reform: Last-minute Year-end Moves in Light of Tax Cuts and Jobs Act

December 2017 2017 Year-End Checklist, How to Fix Your Overfunded Retirement Account, Ace the FAFSA, Tax-Loss Harvesting Tips and More!

November 2017 Market Expectations, Year-End Tax Planning Letter, QuickBooks® Online Seminar and More!

October 2017 Identity Protection, 4 Good Reasons to Outsource Bookkeeping, Are You Taking Advantage of Your 403(b)?, What is Factor Presence Nexus? And More!

September 2017 Becoming a Smarter Renter, Form I-9 Revised, Time for an Insurance Review? And More!

August 2017 Iowa Sales Tax Holiday, Rules for Home Buyers, Zombie Payers, A Marriage Penalty and More!

July 2017 Health Savings Account Limits, How Much Do You Need to Retire? Succession Planning and More!

June 2017 Planning a Summer Vacation, Summer of the Arts, Tax Tips for Those Getting Married and More!

May 2017 IRS Begins Private Debt Collection, Three Tips for Managing Your Company's Cash Flow, Charitable Contributions and More!

April 2017 Where is My Iowa Tax Refund? What is Tax Cost Basis on Investments? Should You Amend Your Tax Return? Where Does the DOL Fiduciary Rule Stand Today? And more!

Special Edition - Beware of Phishing Scams! Our New Websites Have Launched! and 2017 Property Assessments Show Considerable Increases

March 2017 IRS Payment Agreements, A New Way to Save for Individuals with Disabilities, Account Registration of Your Assets and More!

Special Edition - 4 Items to Supply to Your Tax Preparer in Order to Claim the American Opportunity

February 2017 Join Us for the February 16th CR Metro Economic Alliance Biz Mix, 2017 New Year Tax Planning Letter, In Home Caregivers and Biennial Reports Due.

January 2017 New Form I-9, New Tax Deadlines, Haverback Becomes Partner, Registration for 3rd Annual Realtor and Developer Summit, 2017 Mileage Rates and More!

Offices Closed December 30th for First Move in 38 years!

December 2016 QuickBooks® Tips and Tricks, Changes to Information Form Filing Deadlines, 2017 Payroll Deductions, Last Minute Business Tax Moves and More.