Most Recent Episodes
GAAP Episode 007 - Actively Managed Portfolios
May 12, 2022, 11:17 AM
We talk with Kevin Dement from Avantax about what makes an actively managed or asset allocation portfolio different from other portfolio types. What are the benefits, risks, and how do you find a partner that you can trust?
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GAAP Episode 006 - What Exactly is a Fiduciary?
May 12, 2022, 10:53 AM
You've heard the term before, but... what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We'll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more!
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GAAP Episode 005 - Audits for Schools and Governments
Mar 14, 2022, 12:37 PM
We sit down with Casey Peterson income partner Devin Pfaff to discuss what's different for audits with government entities (such as schools and municipalities). Stick around to learn more about all audits, all the time!
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GAAP Episode 004 - Audit Tips for Nonprofits
Mar 11, 2022, 7:01 AM
Casey Peterson income partner Devin Pfaff discusses the audit process for nonprofits.
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GAAP Episode 003 - Where to Start With End-of-Life Planning
Feb 7, 2022, 9:14 AM
Podcast discussing end-of-life planning with Casey Peterson LTD CPA Lori Larson
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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.