Sep 01, 2017We are hosting the September 28th IC Business PM. Come join us at 2225 Mormon Trek Blvd., Suite 200! Read More
Sep 01, 2017Several years ago, Tory and Kara Meiborg established a foundation in their son Max's name to provide a Make a Wish trip to a child facing challenging medical issues. Both Terry Lockridge & Dunn and World Trend Financial do various fundraising activities throughout the year to support the foundation Read More
Sep 01, 2017Our offices will be closed for the afternoon on Friday, September 15th, beginning at noon for an employee appreciation event. Read More
Aug 01, 2017The prices of homes are again moving higher. Plus strict underwriting of mortgages is still in place due to the Financial Crisis in the late 2000's. As a result, many first-time homebuyers have found it difficult to qualify for a mortgage; however, some rules have recently been relaxed. Read More
Jul 01, 2017Most Americans simply do not save enough for retirement. Nearly half of working-age households do not have any retirement assets. Of those working-age households close to retirement, nearly two-thirds have less than one-year's worth of their annual salary in retirement savings. Read More
Jun 01, 2017Please join us from 6:30 - 9:30 om on June 23rd in downtown Iowa City, outside the Sheraton Iowa City Hotel. Bring your lawn chairs and enjoy free live entertainment. Read More
Jun 01, 2017Identity theft is a growing problem in the United States, and dozens of companies offering various forms of "identity theft" protection have sprung up to combat it. Unfortunately, these services do little to protect people's identities. Read More
May 01, 2017In 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. Read More
Apr 28, 2017Giving 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. Read More
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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!
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!