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You Know You Need Tax Planning If...

Jun 01, 2019

Effective tax planning helps you make smart decisions now to get the future outcome you desire - but you need to make sure you do not miss anything. Forget to account for one of these situations and your tax plans will go off the rails in a hurry. Read More
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Congrats to Our High School Graduates!

Jun 01, 2019

It is the season for high school graduations. Here are our high school graduates and where they are headed. Read More
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Al Capone, Aunt Becky, Tax Fraud and You!

Jun 01, 2019

How you can learn from high-profile tax scandals Read More
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Prime Time for Home Sales: What You Need to Know

Jun 01, 2019

I often get asked by clients, “How much do I have to spend on a replacement home to not pay any taxes on the gain from the sale of my home?” The answer is that this rule went away a long time ago. Taxpayers may qualify to exclude all or part of any gain from the sale of their home from income. Read More
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New Overtime Rules Proposed

May 01, 2019

Here we are again, three years after the last attempt to significantly change the rules that govern overtime pay. The U.S. Department of Labor (DOL) has proposed new rules about who is exempt from overtime pay. There are many employee categories under Section 13 (a) of the Fair Labor Standard Act. This article is limited to discussing the potential changes to those included in Section 13 (a) (1): bona fide executive, administrative and professional employee categories. Read More
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3 Tax Planning Tips for Summer Jobs

May 01, 2019

Summer may not officially start until June 21st, but that does not mean it is too early to start planning for it! 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 when your child’s W-2 comes in the mail. Read More
Tags : Tax Planning, IRA, W-4
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Leasing vs. Buying a Car: Knowing the Tricks Makes You a Better Decision-maker

May 01, 2019

There are many reasons for you to lease a car versus buy a car, but too often it is the auto dealer's profit motive that determines which method you use rather than what is best for your budget and lifestyle. To help you make an informed decision, here are some things to consider. Read More
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Covered Parking in Cedar Rapids

May 01, 2019

Since our move to the Town Centre building in January 2017, we have offered clients free covered parking in our ramp. Please take advantage of it. Read More
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Congrats to Our College Graduates!

May 01, 2019

May is the season for college graduations. Here are our new college graduates and where they are headed. Read More
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5 Things Every High School Senior Should Know

Apr 01, 2019

As the school year rolls into April, suddenly the realization sets in that high school seniors only have a few weeks left before graduation. Here are five things each graduate should understand before their big graduation day: Read More
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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!