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Think Outside the "Cash" Box for Charitable Contributions

Apr 28, 2017

Giving 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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Congrats to Our College Graduates!

Apr 28, 2017

May is the season for college graduations. Here are our new college graduates and where they are headed. Read More
Tags : Company News
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Where Does the DOL Fiduciary Rule Stand Today?

Apr 03, 2017

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. Read More
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What is Tax Cost Basis on Investments?

Apr 03, 2017

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. Read More
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IAble - A New Way to Save for Individuals with Disabilities is Here!

Mar 13, 2017

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. Read More
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Account Registrations of Your Assets - What Happens Upon Death?

Mar 01, 2017

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. Read More
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Six Facts About Traditional IRAs

Mar 01, 2017

Individual Retirement Accounts are among the most common accounts used for retirement savings. Here are six facts about Traditional IRAs everyone should know. Read More
Tags : Tax, Retirement
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Join Us for the February 16th CR Metro Economic Alliance Biz Mix!

Feb 01, 2017

To celebrate our move to the Town Centre building in downtown Cedar Rapids, we are hosting the February 16th CR Biz Mix at our new location at 221 3rd Avenue SE, Suite 215! Read More
Tags : Company News
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We Have Moved!

Jan 01, 2017

The Cedar Rapids offices of Terry Lockridge & Dunn and World Trend Financial moved out of the Dows Building on Friday, December 30, 2016 and into the Town Centre Building, just around the block from our old location. Read More
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Brad Haverback Becomes a Partner

Jan 01, 2017

We are pleased to announce that Brad Haverback, CFP®, Vice President for World Trend, has become a partner in the firm! Read More
Tags : Firm News
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5 Financial Resolutions to Make in 2017

Jan 01, 2017

Is achieving financial independence a goal for 2017? Here are five suggestions that can help. Read More
Tags : Financial
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Bond Markets Post Election

Dec 01, 2016

In the wake of the recent Presidential election, major US equity indexes have attained new all-time highs. Beyond the US stock markets, conditions have been far more difficult. Perhaps the most dramatic move has occurred in bonds. Read More
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Monthly Newsletters

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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!