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The Finances of Divorce – Educating Clients: Seminar for Family Law Attorneys

Jun 01, 2018

If you are a family law attorney, please join Mike Mesch, CPA/ABV, ASA, CFF, Partner at Terry Lockridge & Dunn, from 2:00 – 4:00 on Thursday, June 21st, in our Cedar Rapids office, to delve into a matter that is extremely important to your clients – their financial well-being after a divorce. Read More
Category: Featured

Medicare Enrollment Basics

Jun 01, 2018

Given the escalating costs of health insurance, Medicare has become an increasingly important component of a retirement plan. This article reviews the four "parts" offered through Medicare and private insurance carriers. Read More
Category: Featured

Health Savings Account Limits for 2018 - IRS Changes Mind Again

May 01, 2018

Inflation-adjusted limits for deductible contributions to health savings accounts for 2018 were recently announced. This was a result of the mandated new calculations of various inflation-adjusted amounts in the Tax Cut and Jobs Act. Read More
Category: Featured

Protect Yourself in a Divorce Settlement

May 01, 2018

There are a lot of emotions swirling around during divorce proceedings. We can help you protect yourself from financial missteps. Read More
Tags : Tax Planning
Category: Featured

Congrats to Our College Graduates!

May 01, 2018

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

3 Reasons to Consider a Living Trust

Apr 02, 2018

Everyone should have legal instructions to leave behind in the event of their death. For most people that means having a will, but some people should consider having a living trust. Read More
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5 Tips to Win the Battle Against Retirement Health Care Costs

Apr 02, 2018

When you think about how much money you will need in retirement, you may consider your living costs, travel expenses and hobbies you would like to enjoy. But you may be overlooking one of the largest costs for most retirees: health care. Read More
Category: Featured

Avoid These Retirement Planning Mistakes

Apr 02, 2018

Retirement can creep up on you. One day you are climbing the corporate ladder or building a client base for your business. Next thing you know, you are in your 50's or 60's. Before you take that gold watch at your farewell party, make sure you are avoiding these retirement planning mistakes. Read More
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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 Tax 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, 2018 HSA Limits, Tax Tips for Those Getting Married and More!

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!