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Category: Featured

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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Category: Featured

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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Category: Featured

For the first time in our history, individuals with a disability, and families of disabled individuals, have the opportunity to open a tax free savings account called IAble.
 
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Category: Featured

The assets you own are a vital piece of your financial picture; a sometimes overlooked planning opportunity is the registration of those assets. By registering assets appropriately, an account owner can maintain strategic control, not only during life, but also upon death.
 
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Category: Featured

Individual Retirement Accounts are among the most common accounts used for retirement savings. Here are six facts about Traditional IRAs everyone should know.
 
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Tags : Tax, Retirement

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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.

November 2016 Create a Tax-Saving Plan, Proposed Estate Planning Rules, A Review of 2016 Tax Rules, Wrapping Up Tax Benefits for Year End and More.

October 2016 Get Ready for Year-end Tax Planning, 3rd Annual Realtor and Developer Summit, IRS Tax Scams Evolving, Cedar River Flood, Open Enrollment and More.