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It’s that special, magical time of the year! Sure, Thanksgiving, Christmas, New Year’s … those are great. But we’re talking about getting ready for the 2025 tax season! href="https://www.caseypeterson.com/our-company/our-people/lori-larson/" target="_blank" rel="n...
If you think charitable giving is just writing a check and hoping for the best, this episode might give you a little food for thought. Our guest is Dr. Eric Zimmer, Vice President of Philanthropy and Special Projects for href="https://bhacf.org/" target="_blank" rel="noopener ugc nofol...
We don’t usually get famous people on the pod (OK, we never get famous people on the pod, even if all of our guests are stars to us), so this episode’s extra exciting. Jenny Schmidt and her wife, Tina, have garnered a huge social media following on TikTok and other platforms....
Today we’re talking about the One Big Beautiful Bill, which, still surprisingly, is the name of the latest tax legislation and not a Netflix rom-com. Our tax expert, href="https://www.caseypeterson.com/our-company/our-people/kayce-gerlach/" target="_blan...
