Feb 01, 2018There are many provisions in the tax reform bill passed in late 2017 designed to benefit small business owners. Here is what you need to know about them. Read More
Feb 01, 2018Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS's gaze if you make one of several common mistakes. Read More
Feb 01, 2018Every business in Iowa is required to file an annual report with the Iowa Secretary of State on a biennial basis in order to remain in good standing with the state. This is the year for for-profit corporations. Read More
Feb 01, 2018For one reason or another, you may find yourself in a situation where you have lost track of a retirement account like a 401(k) or pension. Luckily, there are several handy but little-know ways to retrieve retirement account information. Read More
Jan 01, 2018While the death of a grandparent or a parent is very sad, if you do end up receiving an inherited IRA, do not just cash out the funds. It will cost you in income taxes if you do! Read More
Jan 01, 2018Divorce often involves the splitting of major financial assets, and an IRA plan is, in some cases, a couple's largest single financial asset. Splitting an IRA in a divorce is not like splitting a home or other assets. Here are 3 important facts to be aware of. Read More
Jan 01, 2018Please join us Thursday, January 25, 2018 for our 4th Annual Realtor and Developer Summit. It will again be held at The Hotel at Kirkwood and is being hosted by Terry Lockridge & Dunn and Pugh Hagan Prahm PLC. Read More
Click the links below to read our Newsletters.
Would you like to receive our Newsletters? Click below
to sign up on our website.
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!