Investment

4 Steps to Seeking New Revenue Sources

By |2018-04-17T11:05:04+00:00April 1st, 2018|Board, Budget, Donation, Fundraising, Gifts, Investment, Nonprofit|

Amanda Lane, Tax Manager at TD&T CPAs and Advisors, P.C., provides an overview of managing sources of revenue. Amanda serves social service organizations, colleges and universities, membership organizations and many others throughout Iowa. Where to start? It’s true, all organizations, no matter the type, have one thing in common: they must manage their sources of [...]

Start Saving Now With College Savings Iowa

By |2017-07-16T13:48:22+00:00June 1st, 2017|Budget, Investment, Saving|

Amie Kuntz and Monica Sullivan of TD&T’s Tax Department provide some information on the benefits provided by College Savings Iowa When should you start saving for college?  As you look into the eyes of your newborn baby, thinking about college may be the furthest thing from your mind, which might already seem a bit cloudy [...]

How the 3.8% Net Investment Income Tax Affects Trusts

By |2017-04-24T09:24:04+00:00July 1st, 2016|Investment, TAX, Tax Services, Trust|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding tax implications of trusts.  The Heath Care and Education Reconciliation Act of 2010 added Section 1411 to the Code, effective December 31, 2012.  Section 1411 imposes a non-deductible 3.8% tax on net investment income of individuals, estates and [...]