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Rob Myers and Donna Sanders Become Partners

Mar 01, 2019

We are pleased to announce that Rob Myers, CFP® and Donna Sanders, Vice-President for World Trend, have become partners in the firm! Read More
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Announcement of Patty Davidson's Retirement at End of 2018

Nov 01, 2018

In 1987, I decided it was time to hire an additional member of the team. A friend strongly recommended a young lady named Patty Davidson. I hired her on the spot. Looking back, I had no idea what an important decision I was making that day. Read More
Tags : Company News
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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
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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
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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
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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
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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
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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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Financial Calculators Available on Our Website

Apr 02, 2018

The World Trend Financial website has more than a dozen financial calculators for you to use. 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
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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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Traditional IRA vs. Roth IRA - What are the Differences?

Apr 02, 2018

Most people know that the traditional IRA is a pre-tax investment, while the Roth IRA is funded with after tax dollars. Barry Frantz, EA discusses some of the factors to consider when evaluating the traditional IRA against the Roth IRA in this video. Read More
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Monthly Newsletters

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December 2020 Build a Fortress Defense for PPP Loan Forgiveness, Health Care Tax Advantaged Programs - 2021 IRS Limits, IRS Tax Inflation Adjustments for 2021 and more!

November 2020 Personalized QuickBooks Consulting, Should You Incorporate Your Business? and More!

October 2020 Be Prepared for High Taxes, IRS Announces 6 Common Tax Scams and More!

September 2020 Derecho 2020 – Can I Deduct My Losses? New Tax Rules for 2020 Planning and More!

August 2020 Retire Early and Thrive Webcast, 2020 Iowa Sales Tax Holiday, Time for a Paycheck Checkup, and More!

July 2020 Office Procedures Extended, PPP Flexibility Act of 2020, New 2020 Required Minimum Distributions Rollover Relief, and More!

June 2020 Office Procedures Extended, Your 529 Plan and School Refunds, Tax Savvy Moves to Consider Now, and More!

May 2020 New Laws Provide tax Relief During COVID-19, Is Your General Ledger Squeaky Clean?, PPP-Maximizing Loan Forgiveness and More!

April 2020 Navigating a Market Like No Other, CARES Act Outlined, and More!

March 25, 2020 Updates to our office procedures due to COVID-19, Families First Coronavirus Response Act, and More!

March 2020 HSA Contributions and Medicare - What You Need to Know, Kiddie Tax Changes, How to Take Advantage of the New Retirement Rules, and More!!

February 2020 Tax Clients-It is not to late, SECURE Act Seminar Present by TLD and WT, Time for a Yearly Credit Report and More!

January 2020 Tips to improve your credit score, Qualified Plug-In Electric Vehicle Tax Credit, 2020 Tax Limits/Thresholds, and More!

December 2019 Major Employment Tax Deadlines, 4 Tax Moves to Make Before 2019 Ends, How does Social Security work, and More!

November 2019 Do you Sell Products Over the Internet?, 5 Steps to Review Your Beneficiary Designations, Avoid Timeshare Resale Fraud​, and More!

October 2019 Key Retirement Account Rules, Make A Wish, 4 Good Reasons to Outsource Bookkeeping, and More!

September 2019 New IRS Tax Withholding Estimator Available, Great Records bring you greater tax savings, and More!

August 2019 2019 Iowa Sales Tax Holiday, Funding Retirement or Child's Education, Can I Deduct my Rental Property Loss Against Earned Income, and More!

July 2019 Never Take on the IRS Alone, Natural Disasters and Other Events-How You Can Help the Victims, Rhonda Andrews Begins a New Chapter, and More!

June 2019 7 Vacation Costs That Sneak Up on You, Prime Time for Home Sales, Al Capone, Aunt Becky, Tax Fraud and You, and More!

May 2019 3 Tax Planning Tips for Summer Jobs, New Overtime Rules Proposed, Leasing Vs. Buying a Car: Knowing the Tricks Makes you a Better Decision-maker, and More!

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!