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announcements

Stories tagged as "announcements"


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​Casey Peterson, LTD Named Top 400 Firm and Fastest-Growing Firm

Sep 16, 2020, 2:46 AM

We don’t usually toot our own horn, but we’re honored and excited about a recognition we recently received.
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​Does Your Business Need a 401(k) Audit?

Sep 11, 2020, 2:56 AM

If your business offers employees a 401(k) retirement plan, you might need an audit after a certain number of your staff start taking part in the program. The word “audit” can sound scary. But a 401(k) audit — which a third party will need to perform — is just part of running your business.
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​5 Tips to Help Your 401(k) Weather the Turbulence

Sep 11, 2020, 2:38 AM

Watching the market’s crazy swings and its corresponding effect on your retirement savings is enough to make anyone a little seasick. Here are some tips to help you take more control over your 401(k) during these turbulent times:
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Meet the Team | Susan Roth

Sep 8, 2020, 9:10 AM

Meet one of our newest team members, Susan Roth.
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Changes for Organizations that Receive Federal Grants

Sep 3, 2020, 2:54 AM

​The Office of Management and Budget recently revised some guidance for nonprofits and other organizations that receive federal grants. Specifically, the guidance deals with the de minimis indirect cost rate.
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​Understanding Deferring Employee Payroll Taxes Through the End of 2020

Sep 1, 2020, 6:28 AM

The IRS recently issued guidance for employers about how to implement the President Trump's directive about withholding certain payroll taxes because of the current health crisis. However, there are some questions for businesses and employees that remain.
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New Guidance about PPP and Provider Relief Funds for Healthcare Providers

Sep 1, 2020, 3:29 AM

Centers for Medicare and Medicaid Services recently issued about Paycheck Protection Program loans and Provider Relief Fund payments related to cost reports.
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Niki Mohr Earns SFO Certification

Aug 28, 2020, 5:58 AM

​Congratulations to our Audit Manager Niki Mohr! In addition to being a Certified Public Accountant, she recently became a Certified Administrator of School Finance and Operations.
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​SBA Provides PPP Clarifications about Ownership and Rent and Mortgage Payments

Aug 26, 2020, 7:22 AM

The Small Business Administration earlier this week issued guidance about employee ownership, as well as rent and mortgage expenses when it comes to PPP loan forgiveness.
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​4 Tips for Nonprofits to Continue to Navigate COVID-19

Aug 26, 2020, 6:22 AM

In addition to paying employees and keeping the lights on, nonprofits are also trying to determine how to fulfill their missions. It’s no small task, and there are no easy answers. But we compiled some tips and links to help you make your way through.
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