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Casey Peterson, Ltd. News
When Congress passed the ginormous omnibus budget bill in December, it also made some pretty big changes to retirement planning. Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 — abbreviated SECURE 2.0 — contains a host of incentives and new rules.More info
Donating to your favorite nonprofit should make you feel good no matter what tax benefits you also get. But there’s no denying that a tax deduction can make the giving a little sweeter. Not shockingly, the IRS has a lot of rules around charitable contribution deductions. So, if you want to claim your contributions, you’re going to need good records.More info
These posts are typically aimed at helping you with your financial or tax matters. But this one’s a little different. There probably isn’t a profession around that wasn’t at least slightly upended by the pandemic and the situations it created. The accounting profession is no different.More info
DON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.