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The Best Way to Avoid an IRS Audit: Preparation

Feb 01, 2018

Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS's gaze if you make one of several common mistakes. Read More
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Iowa Biennial Reports Due for Corporations in 2018

Feb 01, 2018

Every business in Iowa is required to file an annual report with the Iowa Secretary of State on a biennial basis in order to remain in good standing with the state. This is the year for for-profit corporations. Read More
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How to Locate Lost Retirement Benefits

Feb 01, 2018

For one reason or another, you may find yourself in a situation where you have lost track of a retirement account like a 401(k) or pension. Luckily, there are several handy but little-know ways to retrieve retirement account information. Read More
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2018 New Year Tax Planning Letter Posted

Feb 01, 2018

We have just posted the 2018 New Year Tax Planning Letter on our website. Here are headlines from the letter. Read More
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Non-spousal Inherited IRAs - 3 Tips to Avoid Costly Tax Traps

Jan 01, 2018

While the death of a grandparent or a parent is very sad, if you do end up receiving an inherited IRA, do not just cash out the funds. It will cost you in income taxes if you do! Read More
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IRS Issues 2018 Standard Mileage Rates

Jan 01, 2018

IRS Notice 2018-3 stated the optional standard mileage rates for business use of a vehicle will increase slightly in 2018. Read More
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4th Annual Realtor and Developer Summit - You are Invited!

Jan 01, 2018

Please join us Thursday, January 25, 2018 for our 4th Annual Realtor and Developer Summit. It will again be held at The Hotel at Kirkwood and is being hosted by Terry Lockridge & Dunn and Pugh Hagan Prahm PLC. Read More
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Tax Reform in 2018 - A Quick Overview

Jan 01, 2018

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some of the most significant items in the new bill that impact individual taxpayers. Read More
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Monthly Newsletters

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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!