In the News
Stories tagged as "In the News"
Bear Scare: Bad Stock Market Might be a Good Time for a Roth IRA Conversion
Jun 23, 2022, 8:06 AM
Ever considered a Roth IRA conversion but didn’t want the hefty tax bill? Well, if there’s any upside to a down market, making that switch now could reduce that tax bite.
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Selling Your Home? Here’s the Tax Stuff You Should Know
Jun 15, 2022, 2:54 AM
The housing market is pretty spicy in a lot of areas of the country. So, if you’re selling a home right now, here are four tax tips to keep in mind.
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Nix the IRS Snail Mail Payments, and Go Electronic
May 26, 2022, 11:00 AM
If you’re among the 25% of U.S. taxpayers who had to fork over money to Uncle Sam, rather than getting a refund, there’s a teeny, tiny way to make it a little less painful.
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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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How Can Your Business Navigate Inflation and Wage Increases?
Jan 28, 2022, 3:36 AM
It’s rarely easy to run a business — large or small. But inflation and staffing volatility are making the everyday process of running an organization that much more challenging. To help you figure out the best steps for your business and its unique situation, we pulled together some resources from around the web.
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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.