News

Search news articles

2017 Midyear Tax Planning Letter

Jul 01, 2017

We have just posted the 2017 Midyear Tax Planning Letter on our website. Here are headlines from the letter. To read any of these articles, click the title or the link below. Read More
Tags : Tax Planning
Category:

How Much Do You Need To Retire?

Jul 01, 2017

Most Americans simply do not save enough for retirement. Nearly half of working-age households do not have any retirement assets. Of those working-age households close to retirement, nearly two-thirds have less than one-year's worth of their annual salary in retirement savings. Read More
Category:

2018 Health Savings Account Limits

Jul 01, 2017

The IRS has issued the inflation-adjusted figures for calendar year 2018 for the annual contribution limits for health savings accounts, increasing them to $3,450 for self-only coverage and to $6,900 for family coverage. Read More
Category:

Tax Tips for Those Getting Married

Jun 01, 2017

If you are planning to get married, or know someone taking the matrimonial plunge, here are some important tax tips every couple should know before they walk down the aisle. Read More
Category:

3 Tax Planning Tips for Summer Jobs

Jun 01, 2017

Summer not only ushers in warmer weather, but it also means students are out of school and your son or daughter may be looking for a part time job. Here are a few tips and planning ideas to help save you time, money and taxes next filing season. Read More
Tags : Tax Planning
Category:

Is Paying for Identity Theft Protection Worth It?

Jun 01, 2017

Identity theft is a growing problem in the United States, and dozens of companies offering various forms of "identity theft" protection have sprung up to combat it. Unfortunately, these services do little to protect people's identities. Read More
Category:

Terry Lockridge & Dunn and World Trend Financial Present Summer of the Arts June 23

Jun 01, 2017

Please join us from 6:30 - 9:30 pm on June 23rd in downtown Iowa City, outside of the Sheraton Iowa City Hotel. Bring your lawn chairs and enjoy free live entertainment. Read More
Category:

Plan a Summer Vacation Without Breaking the Bank

Jun 01, 2017

When setting your family budget, often the first thing that gets slashed is the summer vacation. However, if you do a little research and planning, you can find simple ways to save and keep your vacation on the calendar. Read More
Category:

Patty Davidson, Chairman of the Board for World Trend Financial Celebrates 30 Years

May 01, 2017

In 1986, Patty Davidson joined our organization as the comet of the century was approaching Earth on its seventy-five year elliptical journey through the solar system. Today, our firms are a testament to her commitment, determination and grit. Read More
Tags : Company News
Category:

Congrats to Our College Graduates!

Apr 28, 2017

May is the season for college graduations. Here are our new college graduates and where they are headed. Read More
Tags : Company News
Category:

Monthly Newsletters

Click the links below to read our Newsletters.

Would you like to receive our Newsletters? Click below
to sign up on our website.

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!