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Certified Public Accountants Serving NW Iowa and SW Minnesota. Locations in Algona, Iowa, Okoboji, Iowa, Buffalo Center, Iowa, Fairmont, Minnesota, Humboldt, Iowa Certified Public Accountants Serving NW Iowa and SW Minnesota. Locations in Algona, Iowa, Okoboji, Iowa, Buffalo Center, Iowa, Fairmont, Minnesota, Humboldt, Iowa
  • About Us
  • Client Resources
    • Financial Calculators
    • On-line Tax Resources
    • Tax Forms, Organizers & Worksheets
    • Tax Tips
    • Student Resources
  • Services
    • Individual Tax Planning & Preparation
    • Financial Statement & Accounting Service
    • QuickBooks®
    • Personal Financial Planning
    • Business Tax & Consulting
    • Technology Services
  • Industries
  • Team Members
    • Partners
    • Tax & Financial Planning Team
    • Administrative/Marketing Team
    • Information Technology
  • Locations
    • Algona
    • Buffalo Center
    • Humboldt
    • Okoboji
    • Fairmont

Archives

Monthly Archive for: "August, 2017"
Home » Archives for August 2017
 Yes, you can undo a Roth IRA conversion
0
By erpeldingvoigt
In Tax Tips
Posted August 23rd, 2017

Yes, you can undo a Roth IRA conversion

Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if you convert a traditional IRA — subject to income [...]

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 How to determine if you need to worry about estate taxes
0
By erpeldingvoigt
In Tax Tips
Posted August 17th, 2017

How to determine if you need to worry about estate taxes

Among the taxes that are being considered for repeal as part of tax reform legislation is the estate tax. This tax applies to transfers of wealth at death, hence why it’s commonly referred to as [...]

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Algona
307 E. Call Street
PO Box 678
Algona, IA 50511
ph: (515) 295-7275
fax: (515) 295-7917

Buffalo Center
102 N. Main
PO Box 9
Buffalo Center, IA 50424
ph: (641) 562-2521

Fairmont
1295 Highway 15 South
PO Box 804
Fairmont, MN 56031
ph: (507) 235-3377
fax: (507) 235-3822

Humboldt
422 Sumner Avenue
PO Box 396
Humboldt, IA 50548
ph: (515) 332-2701
fax: (515) 332-2761

Okoboji
1801 Hwy 71 North
PO Box 605
Okoboji, IA 51355
ph: (712) 332-2443
fax: (712) 332-2318