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Significant Changes to Kiddie Tax by Tax Cuts & Jobs Act (TCJA)

Dec 04, 2018

The Tax Cuts & Jobs Act (TCJA) made significant changes to the calculation of the kiddie tax effective January 1, 2018. The purpose was to simplify the calculation by not having the parent’s tax rate and income be a part of the calculation. This was somewhat accomplished by removing the parent’s tax income and tax rates from the calculation, but other changes have made it more complex. Read More
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Announcement of Patty Davidson's Retirement at End of 2018

Nov 01, 2018

In 1987, I decided it was time to hire an additional member of the team. A friend strongly recommended a young lady named Patty Davidson. I hired her on the spot. Looking back, I had no idea what an important decision I was making that day. Read More
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Medicare Open Enrollment – Time for a Coverage Checkup

Nov 01, 2018

Every year, Medicare’s open enrollment period is October 15 to December 7, for coverage that is effective January 1st. Medicare health and drug plans can make changes each year—things like cost, coverage, and which providers and pharmacies are in their networks. October 15 to December 7 is when all people with Medicare can change their Medicare health plans and prescription drug coverage for the following year to better meet their needs. Read More
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Contemplating Divorce: New Tax Law Has Significant Impact

Nov 01, 2018

The Tax Cuts and Jobs Act (TCJA) does a complete “180” to the tax treatment of alimony payments. Read More
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Payroll Tax Withholding – Is It Enough?

Nov 01, 2018

Is enough being withhold from your paycheck? Read More
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Upcoming Tax Seminars – Register Today

Oct 30, 2018

We are hosting multiple free seminars to cover topics related to the Tax Cuts and Jobs Act that will impact you. Please review the topics, dates and time. Registration details are below. Read More
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Is a Tax Surprise Waiting for You?

Oct 01, 2018

Often lost in the excitement of large-scale tax changes is how they can negatively impact some individual situations. Check out these questions to see if you might be in for a tax surprise this year. Read More
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Education: Tax Changes You Need to Know

Oct 01, 2018

As students gear up to head back to school, there are some changes to education deductions that could save or cost you more in taxes and even raise college tuition costs. Here is what you need to know to get up to speed. Read More
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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!