Blog

Reap the Benefits of Tax Loss Harvesting All Year Long

Jun 7, 2022, 5:00 AM

Long-term planning is the only path to financial freedom, but that doesn’t mean there aren’t steps you can take now to help maximize your net returns. One example is tax-loss harvesting. But what is it?

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What Should Your Business Do with Checks that Haven’t Cleared?

Jun 1, 2022, 5:50 AM

Discovering uncleared checks when you're reconciling your business's bank statements can make you want to flip a table. But we've got a quick-hit list of steps that'll make dealing with those checks way smoother.

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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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Meet The Team | Chelsie Gehrke

May 26, 2022, 5:03 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Chelsie Gehrke.

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Meet The Team | Stefanie Adam

May 5, 2022, 2:32 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Stefanie Adam.

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How Long Should You Keep Your Tax Information?

May 4, 2022, 8:23 AM

Ever wondered how long you should keep your income tax records, property sale information, stock investment documents, or other tax info? The short answer? It depends.

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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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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.