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Form I-9 Revised (Again) for 2017

Sep 01, 2017

The U.S. Citizenship and Immigration Services published a revised version of Form I-9, Employment Eligibility Verification on July 17th. By September 18, 2017, employers must use only the new version. Read More
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Offices Closed for Employee Appreciation Event September 15

Sep 01, 2017

Our offices will be closed for the afternoon on Friday, September 15, beginning at noon for an employee appreciation event. Read More
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Make a Wish Week

Sep 01, 2017

Several years ago, Tory and Kara Meiborg established a foundation in their son Max's name to provide a Make a Wish trip to a child facing challenging medical issues. Both Terry Lockridge & Dunn and World Trend Financial do various fundraising activities throughout the year to support the foundation. Read More
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No More College Tuition Tax Deduction - What is Left?

Sep 01, 2017

Unfortunately, Congress decided not to extend the $4,000 tuition and fees tax deduction for 2017, leaving many parents worried that college will now be more expensive. But it is not as bad as it sounds. That is because Congress left in place two popular education credits that may offer a more valuable tax break. Read More
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Join Us for the September 28th Iowa City Area Chamber of Commerce Business PM!

Sep 01, 2017

We are hosting the September 28th IC Business PM.Come join us at 2225 Mormon Trek Blvd., Suite 200! Read More
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Blair Lord Hired

Aug 01, 2017

We are pleased to announce the recent hiring of Blair Lord. Blair is a Client Services Accountant for our Cedar Rapids office. Read More
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Rules Easing for Potential Home Buyers

Aug 01, 2017

The prices of homes are again moving higher. Plus strict underwriting of mortgages is still in place due to the Financial Crisis in the late 2000's. As a result, many first-time homebuyers have found it difficult to qualify for a mortgage; however, some rules have recently been relaxed. Read More
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Zombie Payer - Keep Your Automatic Payments Under Control

Aug 01, 2017

When it comes to paying bills, many people cannot imagine returning to paying and sending bills via the U.S. Postal Service. But the "turn it on and forget it" nature of automatic payments can create zombie payers. Here are some ideas to keep this from happening to you. Read More
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Iowa Sales Tax Holiday Reminder

Aug 01, 2017

The 18th annual Iowa sales tax holiday on select clothing and footwear is set for Friday, August 4th and Saturday, August 5th. Here is a list of what items are exempt during this two day period. Read More
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A Marriage Penalty Lingers In The Tax Code

Aug 01, 2017

In our June newsletter, I gave some tips on updates that might need to be made when you get back from the honeymoon. this month, we focus on the impact of the marriage penalty. Read More
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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!

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!