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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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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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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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​PPP Lender Portal Now Open, Audits a Possibility for All Loans

Aug 24, 2020, 8:45 AM

The SBA has opened the portal for lenders to submit PPP loan forgiveness applications. Some businesses might be under the assumption that if their loan was less than $2 million, then they’re exempt from an audit. But that's not necessarily the case.
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Have you recently received a notice from the IRS?

Aug 20, 2020, 1:30 PM

Some taxpayers have recently received a variety of notices from the IRS. The IRS issued a memo last week outlining their mission-critical operations and addressed an error in sending out certain notices without proper updates.
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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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