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Get smart when tackling estate planning for intellectual property

May 07, 2020

Intellectual property, such as a patent or copyright, can be highly valuable intangible assets that your estate plan must take into consideration. Read More
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The gift tax filing and payment deadlines have been extended to July 15

May 06, 2020

To ease the burdens of the coronavirus (COVID-19) pandemic, the U.S. Dept. of Treasury has extended the federal gift tax filing and payment deadline to July 15, 2020. Read More
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Hiring independent contractors? Make sure they’re properly classified

May 05, 2020

During these tough times, your business may be saving money by using independent contractors, rather than hiring employees. Make sure to follow all the rules or you could hear from the IRS. Read More
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New laws provide tax relief during COVID-19 pandemic - What you need to know!

May 01, 2020

Numerous new laws to address the coronavirus pandemic are now in the books and the IRS is providing guidance for navigating these new rules. Included here is a round-up of tax-related laws and updates for 2019 and information to help with tax planning for 2020. Read More
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Keep Your Social Security Number Safe

May 01, 2020

Countries and citizens around the world are banding together to defeat the coronavirus. While your attention is concentrated on protecting your family, friends and community, identity thieves are seeing an opportunity to swipe your confidential information. Very few things in life create a higher degree of stress and hassle than having your Social Security Number (SSN) stolen, especially during a pandemic like we are now experiencing. This is because, unlike other forms of ID, the SSN is virtually permanent. While most instances of SSN theft are outside your control, there are some things that you can do to minimize the risk of this ever happening to you. Read More
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Is Your General Ledger Squeaky Clean?

May 01, 2020

With spring now here, it is natural to start thinking about doing some spring cleaning. But do not limit the cleanup effort to your house — your business's accounting system and general ledger needs cleaning, too! Here are five areas of your financial statements that may be due for a spring cleaning. Read More
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More Products Now Eligible for FSA, HRA and HSA Funds

May 01, 2020

Third-party administrators of medical health reimbursement programs are updating their lists of products eligible for payment/reimbursement with FSA, HRA and HSA funds. Many use the SIGIS Eligible Product List. SIGIS is a non-profit organization launched in2007. SIGIS has developed a list of health care over-the-counter items and other services that are considered eligible under Internal Revenue Code Section 213 rules. The list originates from a database of more than 70,000 health and beauty aid items that is continually being updated with new product introductions and discontinuations. SIGIS determines whether a product or service qualifies or does not qualify as a medical expense under IRS Code Section 213(d) and applicable IRS guidance. Read More
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Paycheck Protection Program – Maximizing Loan Forgiveness

May 01, 2020

Congratulations! You received a Paycheck Protection Program Loan! A key advantage of the Paycheck Protection Program (PPP) is the ability to have up to 100% of the loan amount forgiven. It is important to consider how you go about tracking use of these funds in order to maximize loan forgiveness. Read More
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Congrats to Our College Graduates!

May 01, 2020

May is the season for college graduations, although being celebrated a bit differently this year. Here are our new college graduates. Read More
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Will your estate plan benefit from a trust protector?

Apr 30, 2020

Even though you appoint a trustee to oversee the distribution of a trust’s assets, you can go a step further by appointing a trust protector. This person will serve as an overseer of the trustee’s actions. Taking this step can also provide you peace of mind because the trust protector has the power to alter the trust in light of changing family situations or tax laws. You can confer broad powers on a trust protector, such as the power to remove or replace a trustee; or amend the trust terms to correct administrative provisions, clarify ambiguous language or alter beneficiaries’ interests to comply with new laws or reflect changed circumstances. Contact us for more information. Read More
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May 2020  New Laws Provide tax Relief During COVID-19, Is Your General Ledger Squeaky Clean?, PPP-Maximizing Loan Forgiveness and More!

April 2020 Navigating a Market Like No Other, CARES Act Outlined, and More!

March 25, 2020 Updates to our office procedures due to COVID-19, Families First Coronavirus Response Act, and More!

March 2020 HSA Contributions and Medicare - What You Need to Know, Kiddie Tax Changes, How to Take Advantage of the New Retirement Rules, and More!!

February 2020 Tax Clients-It is not to late, SECURE Act Seminar Present by TLD and WT, Time for a Yearly Credit Report and More!

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!

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!