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In 1986, Patty Davidson joined our organization as the comet of the century was approaching Earth on its seventy-five year elliptical journey through the solar system. Today, our firms are a testament to her commitment, determination and grit.
 
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Category: Featured

May is the season for college graduations. Here are our new college graduates and where they are headed.
 
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Category: Featured

Giving cash is certainly the easiest way to fund your charitable inclinations. But for just a little more effort you could make that charitable donation do more for you. Here are a couple of popular strategies.
 
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The Department of Labor (DOL) published the fiduciary rule for retirement accounts on April 8, 2016. However, President Trump issued a Presidential Memorandum directing the DOL to review the rule.
 
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When a capital asset is sold in a taxable account, any gain is subject to taxation and must be reported on an individual's tax return. To figure whether you need to report a gain or a loss, you need to know the tax cost basis.
 
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May 2017 IRS Begins Priate 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!

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!

Offices Closed December 30th for First Move in 38 years!

December 2016 QuickBooks® Tips and Tricks, Changes to Information Form Filing Deadlines, 2017 Payroll Deductions, Last Minute Business Tax Moves and More.