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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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Don’t Forget to Give Uncle Sam a Cut of that Lemonade Stand

Jun 16, 2022, 11:10 AM

What’s better on a hot summer day than buying ice-cold lemonade from your neighbor kid’s stand? Well, ranking right up there with sunburns and bug bites is the government’s tax bill if a minor makes more than $400 in net earnings from their self-employment gig.

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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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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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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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Nix the IRS Snail Mail Payments, and Go Electronic

May 26, 2022, 4:40 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 | 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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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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