Iowa Chapter


Chapter President

Laura Merschman
P.O. Box 297
West Point, IA 52656
Phone: 319.837.6550

Chapter Announcements

Picture Placeholder: Marlene Perrin, EA
  • Marlene Perrin, EA
111/17/2015 3:03 PM

​There will be no ethics at the Cedar Rapids mini-conference. Is that correct? Just want to know for sure before I order courses for staff.

Laura Merschman, AFSP11/19/2015 2:25 PMNo
Picture Placeholder: Gerald R Welbes, EA
  • Gerald R Welbes, EA
110/23/2015 9:27 AM
Laura Merschman, AFSP10/23/2015 1:34 PMNo
Picture Placeholder: Paul G French, ABA AFSP
  • Paul G French, ABA AFSP
110/12/2015 6:11 PM

​how do i find the iowa chapter on facebook?

Laura Merschman, AFSP10/12/2015 6:46 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
010/7/2015 9:39 PM

​Does anyone use Tax Professionals, endorsed by NATP, for your website with secure file transfer and credit card services?

10/7/2015 9:39 PMNo
Picture Placeholder: Felicia Caddell
  • Felicia Caddell
28/20/2015 4:36 PM

Do you have any information on the Council Bluffs one day conference in October?  I am interested in the number of hours for CPE, the times, and the price so our tax office can plan accordingly.​

Laura Merschman, AFSP9/2/2015 10:33 AMNo
Picture Placeholder: Bob McHugh, EA
  • Bob McHugh, EA
012/17/2014 8:58 PM

​With the original tax credit only in its second year and the addition of Reserve Peace Officers this year and as President of the Iowa State Reserve Law Officers Association, here is a link to the IDR webpage and a more in-depth article I wrote on the ISRLOA website

I urge you, if you have clients who are Iowa Sheriffs or Police Chiefs, or Reserve Liaison Officers or Reserve Law Enforcement Officers, please inform them of these websites so departments can provide their certified reserve officers with the necessary information to prepare their tax returns.

12/17/2014 8:58 PMNo
Picture Placeholder: Diane Forristall, EA
  • Diane Forristall, EA
212/9/2014 5:19 PM

Melinda Garvin had a pink handout to mail to clients that Randy or someone was going to copy and make available to September seminar attendees.  I'd sure like a copy of that if anyone can post it or send it to me.  


Diane Forristall, EA12/11/2014 3:11 PMNo
Picture Placeholder: Margaret M Liske, EA
  • Margaret M Liske, EA
010/20/2014 12:00 PM

​Last week in the newsletter there was a statement about amending the 2011 and forward tax returns of military pension recipients for a new exclusion which was retroactive to 2011.  I sent for a clarification from Jim McNulty at the Iowa Dept of Revenue.  He sent me a clarification as follows;

The new military retirement pay exclusion applies to 1/1/2014 and after.

The exclusion for active duty military pay was enacted in 2011 and is retroactive to the 2011 tax year.  (This is not new legislation)

I hope this may help to clarify the information from last week's newsletter to others out there.

10/20/2014 12:00 PMNo
Picture Placeholder: Wendy Torres
  • Wendy Torres
19/28/2014 4:52 PM

​Do you have any details on this 1-day conference​?

Laura Merschman, AFSP10/2/2014 1:59 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
19/13/2014 9:34 AM

​What is  being presented on Thursday afternoon?

Laura Merschman, AFSP9/18/2014 10:47 AMNo
Picture Placeholder: Jeanne Spence, CPA
  • Jeanne Spence, CPA
19/16/2014 11:26 AM

​Is there an agenda/schedule for the conference?  How do we know which days we want to attend?

Thank you,

Laura Merschman, AFSP9/16/2014 2:08 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
39/27/2013 11:48 AM

​Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Randy Adams, EA8/8/2014 4:03 PMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
012/6/2013 10:27 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

Megan Sonicksen, NATP Tax Communications​
12/6/2013 10:27 AMNo

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