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Inheritance - Is It Time for a Family Discussion?

Apr 28, 2017

Experts recommend that families sit down together and have an honest discussion about potential inheritance. Despite how difficult it can be, older family members need to be candid about the amount they plan to leave so that their heirs can incorporate this amount into their own financial planning. Read More
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Three Tips for Managing Your Company's Cash Flow

Apr 28, 2017

If you let the new business failure rate be your guide, you might never start your own company. Only 50 percent survive the first four or five years. Many factors can contribute to business failure, but an owner's inability to manage cash effectively is a sure harbinger of trouble. Read More
Tags : Business
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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
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Think Outside the "Cash" Box for Charitable Contributions

Apr 28, 2017

Giving cash is certainly the easiest way to fund your charitable inclinations. But for just a little more effort you could make that charitable donation do more for you. Here are a couple of popular strategies. Read More
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Small Business Scam Continues to Grow

Apr 03, 2017

Over the last year, at least 55 companies reported they had fallen victim to a new type of specialized phishing scheme. Do not let your company be the next to fall prey to this scam. Read More
Tags : Business
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Where is My Iowa Tax Refund?

Apr 03, 2017

The Iowa Department of Revenue is serious about keeping your identity safe this year. Because of this effort, the review of Iowa income tax returns will take longer and your tax refund will come slower than in the past. Read More
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Is a Franchise Right For You?

Apr 03, 2017

Buying a franchise involves risk, just like any other business acquisition, so do some research before you decide if it is the right move for you. Here are some initial thoughts as you explore this option. Read More
Tags : Business
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Should You Amend Your Tax Return?

Apr 03, 2017

You may have felt the dread of realizing you made a mistake on your recently filed tax return. The good news is the IRS allows you to correct your return for up to three years after your original return. Read More
Tags : Tax Planning
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Where Does the DOL Fiduciary Rule Stand Today?

Apr 03, 2017

The Department of Labor (DOL) published the fiduciary rule for retirement accounts on April 8, 2016. However, President Trump issued a Presidential Memorandum directing the DOL to review the rule. Read More
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What is Tax Cost Basis on Investments?

Apr 03, 2017

When a capital asset is sold in a taxable account, any gain is subject to taxable account, any gain is subject to taxation and must be reported on an individual's tax return. To figure whether you need to report a gain or a loss, you need to know the tax cost basis. 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!