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3 Important Facts About Splitting an IRA in a Divorce

Jan 01, 2018

Divorce often involves the splitting of major financial assets, and an IRA plan is, in some cases, a couple's largest single financial asset. Splitting an IRA in a divorce is not like splitting a home or other assets. Here are 3 important facts to be aware of. 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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2018 Social Security Announcements

Dec 01, 2017

The Social Security Administration has announced the adjustments being made in 2018. Read More
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How to Fix Your Overfunded Retirement Account

Dec 01, 2017

Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here is how overfunding occurs and what steps to take to fix the problem. Read More
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2017 Year-end Tax Checklist

Dec 01, 2017

As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you do not miss an opportunity before the year is out. Read More
Tags : Tax Planning
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5 Tax-Loss Harvesting Tips

Dec 01, 2017

Though the markets have risen significantly this year, your investment portfolio may have a few lemons in it. By using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade. Read More
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Happy Holidays!

Dec 01, 2017

Happy Holidays to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season! Read More
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Making Sense of Medicare

Nov 01, 2017

Medicare is a complex program that is essential to medical coverage for retirees. However, if you do not enroll at the right time, or buy sufficient insurance to cover the out of pocket costs, you (or your parents) may be faced with heavy costs. Here are some key issues to consider. Read More
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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 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!