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announcements

Stories tagged as "announcements"


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​5 Red Flags For Nonprofits To Watch For

May 2, 2022, 2:09 AM

To help you stay on top of your nonprofit's financial situation, we've highlighted some indicators that may signal that the health of your organization's finance, operations, or governance isn't what it should be.
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From Avantax: Can Life Insurance Help Minimize Taxes for You and Your Family?

Apr 29, 2022, 4:29 AM

When you’re just starting out, the primary focus is often on protecting your family if something should happen to you. Although that may continue to be a concern throughout your lifetime, as your situation changes, the right insurance solutions can often change as well.
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​Government Will Stop Using DUNS Number on April 4

Mar 23, 2022, 4:49 AM

The federal government will stop using the Dun & Bradstreet data universal numbering system — commonly called the DUNS number — on April 4, 2022. If your organization does business with the federal government, you’ll need a Unique Entity Identifier.
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​Can You Deduct Medical Expenses from Your Taxes?

Mar 16, 2022, 8:29 AM

If you have medical bills and expenses, you might wonder if you can deduct any of them from your annual taxes. Here's a quick explainer about when you can deduct medical expenses and which types are qualifying medical costs.
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​3 Tips for Navigating the IRS’s Backlog

Mar 10, 2022, 5:59 AM

At the start of a “normal” tax season, the IRS usually has a backlog of about a million returns. But this year, the agency started with about 6 million unprocessed returns and 2 million unprocessed amended returns. Although much of the IRS backlog is beyond anyone’s control, there are a few things you can do to make things easier for yourself.
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From Avantax: How To Review a Financial Advisor

Mar 9, 2022, 4:10 AM

Once you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances. If you’re unsure of what questions to ask or what information to gather, use the following checklist to help you review a financial advisor.
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​Health Insurance Considerations for Your Remote Workers

Feb 24, 2022, 5:08 AM

Remote work has resulted in plenty of benefits and challenges for employees and employers alike. For employers, one of those challenges is choosing health insurance plans that will cover employees in multiple states. In this article, we'll review some different options and the pros and cons of each.
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5 Ideas for Retaining Employees in a Post-Pandemic World

Feb 17, 2022, 9:21 AM

Employers have a lot of options to consider — pay raises, bonuses, flexible schedules, remote work, new or increased benefits, additional training and opportunities for advancement, and more. Let’s take a look at some other popular ways to keep your best staff members and then a few that you might not have considered.
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Now Hiring Associate

Feb 3, 2022, 10:00 AM

​We have an open position for an associate.
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Meet The Team | Elizabeth Alva

Feb 3, 2022, 9:28 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Elizabeth Alva.
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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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