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Blog


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​Sometimes, Converting to a Roth IRA Doesn’t Make Sense

Nov 1, 2022, 10:19 AM

You’ve probably heard of the tax benefits of a Roth IRA over a Traditional IRA. But that doesn’t always mean you should convert your traditional to a Roth.
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​Employee vs. contractor: Which does your business employ?

Oct 20, 2022, 10:38 AM

If you run a business, you might employ employees or contractors. There are some important legal distinctions between the two groups, and the U.S. Department of Labor recently announced some changes. So, it’s important that you figure out the type of worker you employ.
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Meet The Team | Anna Redding

Oct 12, 2022, 7:02 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Anna Redding.
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How Will the Midterm Elections Affect the Market?

Oct 5, 2022, 10:20 AM

Our wealth and retirement planning partner, Avantax, breaks down market volatility heading into the midterm elections.
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What You Need to Know about Crowdfunding and Taxes

Oct 5, 2022, 3:34 AM

​You’ve probably seen or donated through a crowdfunding platform — like Kickstarter or GoFundMe — for someone’s medical bills, emergency needs, or business ideas. But is the money raised through crowdfunding considered taxable income?
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​(Almost) Everything You Need to Know about the Work Opportunity Tax Credit

Sep 30, 2022, 6:37 AM

There’s an employer tax credit out there that you might not know about. It’s called the Work Opportunity Tax Credit (or “WOTC” because the government loves abbreviations). And it’s available to employers who hire employees from one or more of nine targeted groups.
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Now Hiring Business School Grads

Sep 30, 2022, 6:28 AM

​If you’re a business school graduate, we might have the just-right position for you.
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Now Hiring Interns

Sep 30, 2022, 6:01 AM

​If you’re looking for a hands-on internship at an accounting firm specializing in unique industries, we’d like to talk to you.
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Meet The Team | Bret Woelber

Sep 30, 2022, 5:35 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Bret Woelber.
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​High-Level Tips for Setting Up a Small Nonprofit

Sep 13, 2022, 11:16 AM

Creating any new business or organization has a lot of moving parts, and setting up a nonprofit is no different. If you do decide to set up your own nonprofit, here are some high-level tips to help you out.
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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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