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Six Tips to Manage Capital Gains Tax

Sep 01, 2018

If not tracked and managed properly, capital gains tax can come as a large surprise at tax-filing time. In fact, many taxpayers do not realize they have a capital gain until they get their 1099 form in January and see a capital gain distribution. Here is what you need to know. Read More
Tags : Tax Planning
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Dramatic Sales Tax Changes May Be Coming

Sep 01, 2018

The U.S. Supreme Court issued a ruling in the South Dakota vs Wayfair case that opens the door for states to impose sales tax on sellers outside their borders. The case highlights a new standard of business presence called "economic nexus" that may have major implications for businesses and consumers alike. Read More
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Are You Sharing Too Much Information Online?

Sep 01, 2018

In today's digital age, it is impossible to avoid the internet. Even if you do not have a computer and actively avoid social media, there is information about you in some corner of the web. Here are some tips to help you manage your digital footprint. Read More
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Saving for College – The Time to Start is Now

Aug 01, 2018

Your child’s senior year of high school is not the time to start planning on how you are going to pay for college. The estimated cost to attend one of Iowa’s state universities this year is more than $20,000, including tuition, room and board, books and other fees. Watch Paula Rogers, CPA, president and partner at Terry Lockridge & Dunn, in this video discuss college savings plans and what you should know about them. Read More
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Reminder on Free Parking Options for Cedar Rapids Office Clients

Aug 01, 2018

Parking is always free when you come to our offices. In Cedar Rapids, there are a couple of options for you. Read More
Tags : Company News
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Is It Worth It to Amend Your Return?

Aug 01, 2018

Whether it makes sense to amend your return depends on your situation. If you have found an omission that will increase your taxes due, you need to correct the error right away to avoid penalties. If you are due a larger refund, there are more factors to consider before filing your amendment. Read More
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5 Tax Breaks for New Parents

Aug 01, 2018

New parents have their work cut out for them. Not only are they dealing with lost sleep, they also face the extra cost of raising a child. At least there are a lot of potential tax breaks available to them. Check out this list and share it with any new parents you know. Read More
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2018 Iowa Sales Tax Holiday Coming

Aug 01, 2018

The 19th annual Iowa sales tax holiday on select clothing and footwear is set for Friday, August 3rd and Saturday, August 4th. Read More
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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!