Blog

Changes to COBRA Coverage Coming April 1

Mar 26, 2021, 10:22 AM

From April 1-Sept. 20, 2021, the government will subsidize 100% of COBRA coverage premiums as part of the American Rescue Plan Act.

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It’s Time to Start Taking Your Required Minimum Distributions Again

Mar 22, 2021, 2:42 AM

RMDs were suspended in 2020 in response to COVID-19. But it's 2021, so you need to start taking them again.

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Tax Deadline Pushed Back to Mid-May

Mar 17, 2021, 10:04 AM

The IRS extended this year’s April 15 individual tax deadline to May 17. Talk to your financial professional to find out when the best time to file is, depending on your unique situation.

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What the Newest COVID-19 Stimulus Package Means for Your Taxes

Mar 11, 2021, 8:59 AM

The recently passed $1.9 trillion stimulus package has some far-reaching tax implications for the short and long term. Here are some of the highlights from the American Rescue Plan Act of 2021 that might affect your taxes.

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MEET THE TEAM | JAKE TRUJILLO

Feb 25, 2021, 8:03 AM

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

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Businesses, Nonprofits with Fewer Than 20 Employees Have Access to Two-Week PPP

Feb 24, 2021, 4:04 AM

Mom-and-pop businesses and small nonprofits have exclusive access to the Paycheck Protection Program from Feb. 24-March 9.

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How SALT Deductions Impact Your Taxes

Feb 22, 2021, 3:45 AM

The latest COVID-19 relief package probably won’t include a measure to remove the cap on state and local tax — or SALT — deductions.

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Meet The Team | Caroline Mulder

Feb 16, 2021, 4:22 AM

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

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3 Financial Tips for Well-Run Nonprofits

Feb 15, 2021, 5:00 AM

Nonprofits often face challenging financial situations, even during normal times. But during the current health crisis, finances have gotten tighter, even while there’s often more demand for their services. If you’re part of a nonprofit, here are some things to keep top of mind when it comes to the business side.

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Jennie Steinmetz Passes Series 65 Exam

Feb 12, 2021, 3:32 AM

Congratulations to our own Jennie Steinmetz for passing her Series 65!

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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.