Feb 01, 2020Terry Lockridge and Dunn is promoting 2 ways to get your 1040 tax return information to us this year: online (client collaboration hub) and paper. You do need to pick one before meeting with your tax accountant or sending information to us. If you have not already, please reach out to email@example.com to request the online tool, or to firstname.lastname@example.org to request a paper organizer. Read More
Feb 01, 2020Terry Lockridge & Dunn and World Trend Financial are jointly hosting a seminar in our Cedar Rapids office on the evening of February 20 highlighting retirement planning opportunities and challenges created by recently signed SECURE ACT. Read More
Feb 01, 2020When the Tax Cuts and Jobs Act was signed in December 2018, it modified the rules relating to the deductibility of entertainment expenses. In general, entertainment expenses are not deductible under 274(a). Read More
Feb 01, 2020The best way to avoid misclassifying workers is to understand the defining characteristics of independent contractors — and then treat them as such. Keep reading to find a checklist to help identify independent contractors and understand how they are different than employees. Read More
Feb 01, 2020One way to head off fraud during tax season is to get your free annual credit report now. Credit reports often have errors in them; this quick checkup can be the first indication that some form of identity theft has taken place on your account. The good news is that each of the major consumer credit reporting agencies is required by law to provide you with a free report once a year. Here is contact information to help you get your free credit report. Read More
Jan 01, 2020Are you in the market for a new vehicle? Have you considered purchasing an electric vehicle? A growing number of US automakers, such as Audi, Tesla, Nissan, and Hyundai - among others - have increased their electric vehicle offerings as consumer demand for non-combustion engine options grows. While these vehicles provide options for those looking for a vehicle that avoids the use of gas, there are also important tax benefits for purchasing an electric vehicle. Read More
Jan 01, 2020The draft form of Schedule 1 released October 10, 2019 for the 2019 Form 1040 requires taxpayers to check yes or no to the very first question on this form which reads as follows: “At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?” Taxpayers do not need to file Schedule 1 just to answer this question if they otherwise do not have a reason to file Schedule 1. Read More
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January 2020 Tips to improve your credit score, Qualified Plug-In Electric Vehicle Tax Credit, 2020 Tax Limits/Thresholds, and More!
December 2019 Major Employment Tax Deadlines, 4 Tax Moves to Make Before 2019 Ends, How does Social Security work, and More!
November 2019 Do you Sell Products Over the Internet?, 5 Steps to Review Your Beneficiary Designations, Avoid Timeshare Resale Fraud, and More!
October 2019 Key Retirement Account Rules, Make A Wish, 4 Good Reasons to Outsource Bookkeeping, and More!
September 2019 New IRS Tax Withholding Estimator Available, Great Records bring you greater tax savings, and More!
August 2019 2019 Iowa Sales Tax Holiday, Funding Retirement or Child's Education, Can I Deduct my Rental Property Loss Against Earned Income, and More!
July 2019 Never Take on the IRS Alone, Natural Disasters and Other Events-How You Can Help the Victims, Rhonda Andrews Begins a New Chapter, and More!
June 2019 7 Vacation Costs That Sneak Up on You, Prime Time for Home Sales, Al Capone, Aunt Becky, Tax Fraud and You, and More!
May 2019 3 Tax Planning Tips for Summer Jobs, New Overtime Rules Proposed, Leasing Vs. Buying a Car: Knowing the Tricks Makes you a Better Decision-maker, and More!
April 2019 5 Things Every High School Senior Should Know, Have You Set up your Online Social Security Account?, Why Use Quickbooks Online, and More!
March 2019 Tips to protect yourself from tax scams, Where is my income tax refund?, Rob Myers and Donna sanders become partners, and More!
February 2019 3 new changes could alter your 2019 tax plan, Its time to create your succession plan, Tips for a faster tax refund and More!
January 2019 Tim Terry Again Named to Corridor Business Journals Most Influential List, 5th Annual Realtor and Developer Summit, Iowa Itemized Deductions for 2018 Tax Year, and more!
December 2018 December 6 Tax Seminar - Register Today, Significant Changes to Kiddie Tax By Tax Cuts & Jobs Act (TCJA), and More!
November 2018 Medicare Open Enrollment, New Tax Law Has Significant Effects on Divorce, and More!
October 2018 How Best to Celebrate Our 40th, Upcoming Tax Seminars, Is a Tax Surprise Waiting For You, and More!
September 2018 Six Tips to Manage Capital Gains Tax, Dramatic Sales Tax Changes May Be Coming, and More!
August 2018 2018 Iowa Sales Tax Holiday, Saving for College, and More!
July 2018 2018 Midyear Tax Planning Letter, Six Home Ownership Tax Benefits, and More!
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!
March 2017 IRS Payment Agreements, A New Way to Save for Individuals with Disabilities, Account Registration of Your Assets and More!
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!