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Announcements

Stories tagged as "Announcements"


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Is The 4% Withdrawal Strategy in Retirement Right For You?

Jan 27, 2022, 6:29 AM

One of the most popular approaches to how much you can withdraw annually without running out of retirement funds has been the 4% rule. It’s an easy strategy to follow. But lately, there’s concern that taking that approach won’t help you keep up with inflation or offer a predictable amount of income.
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Meet The Team | Ryan Nankivel

Jan 25, 2022, 6:54 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Ryan Nankivel.
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​Can the R&D Tax Credit Help Your Business’s Cash Flow?

Jan 19, 2022, 7:28 AM

The Research and Development tax credit is a federal tax incentive that rewards taxpayers for investing in U.S.-based research activities. If it's something your business can take advantage of, it could significantly lower your taxes and increase your cash flow.
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Meet The Team | Chris Ouzts

Jan 18, 2022, 2:38 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Chris Ouzts.
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​Reminders and FAQs About The Childcare Tax Credit Changes

Jan 14, 2022, 8:30 AM

Watch your mailbox for a letter from the IRS with details about how much in Advance Child Tax Credit payments your family received in 2021. And make sure your tax preparer has that letter too.
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Meet The Team | Hayden Jensen

Jan 13, 2022, 5:23 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Hayden Jensen.
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​Provider Relief Fund Reporting Period 2 Now Open for Healthcare Providers

Jan 12, 2022, 1:42 AM

Healthcare providers who received Provider Relief Funds from July 1, 2020, to Dec. 31, 2020, will need to report how they used those funds.
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​A Guide To Help You With End-Of-Life Planning

Jan 6, 2022, 1:51 AM

It can be overwhelming to consider all the details that have to be handled when you die. When it comes to deciding what you want to have happen to your estate, it’s easiest if you break it into manageable pieces. To help you through that process, we put together a guide called “Before You Go …”
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Meet The Team | Katy Denison

Jan 4, 2022, 3:20 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Katy Denison.
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​Tips to Help Healthcare Facilities Deal With Rising Costs

Dec 17, 2021, 5:57 AM

It’s a tough time in the healthcare industry right now. Nursing and staffing shortages and continuing inflation are adding to the usual challenges facilities face. And although there aren't any easy answers, some healthcare facilities are trying multiple — and often creative — tactics to improve their situations and retain qualified talent.
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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.

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