If you were disappointed by your results from Spotify’s Wrapped this year, we’ve got something to lift your spirits. It’s the Top 3 Casey Peterson, LTD GAAP episodes of 2024!

Now, did we use listener feedback and data analytics to compile this highly scientific list? Pfffff, absolutely not. Evan and Hillary just picked the three podcasts they liked best. That’s right; it’s all based on feeeeeeeeeelings, which probably makes most accountants nervous, as it should.

Anyway, if you’re short on time and just want to know the absolute Cannot Miss Podcasts of the past year, listen in to learn more!

Also, Jason Staats, we’re coming for you. Not, like, in a threatening way. We’re just gonna have you as a guest eventually.

Our Favs of 2024, not in the order they appear in this episode:

Honorable Mentions:

Have you often thought that the path to managing shareholder of a mid-sized Midwestern CPA firm was full of wonder and glory? Have you actually ever considered the path of a managing shareholder at all? … Yeah, we thought not.

Either way, Casey Peterson, LTD’s own managing shareholder, Mark Lyons, a frequent guest of the podcast, talks about how he ended up where he did. It’s not at all the journey you might think it was and is a pretty good reminder that just because you’re not sure what you want to be when you grow up, that doesn’t mean you can’t find success as you figure it out. OK, yeah, that sounds like an after-school special.

But whether you’re considering a career in accounting, are already a tenured accounting vet, or just like a good yarn, Mark’s tale is for you! Listen in to learn more.

Other episodes featuring Mark:

• GAAP Episode 024 – Rural Health Clinics Part II

It’s part two of our conversation with Dave McGuire of McGuire Sponsel, our cost segregation partner! Last time was all cost seg all the time. This time, we talk about some of the new energy incentives, how businesses can utilize them, and discuss what could happen after the upcoming election (it doesn’t get political, promise).

Energy incentives are always a hot topic that can get confusing. But Dave does a great job of providing examples and laying everything out in an easy-to-understand manner. Don’t believe us? Listen in to learn more!

• IRS’s Clean Energy Tax Incentives for Businesses (PDF)

Today’s episode is part one of our conversation with Dave McGuire of McGuire Sponsel, our new partner that helps with cost segregation studies. We’re revisiting our very first episode about cost seg and depreciation to get into some more details.

This is a great episode for businesses looking for ways to possibly increase their cash flow or decide if a cost segregation study is right for them. It’s also a heckuva an episode if you just like to nerd out about tax regulations or enjoy squirreling away knowledge not a lot of other folks have.

You know you want to: Listen in to learn more!

Note: Dave references a lot of forms, regulations, and other details about cost seg and depreciation. So below are resources to define those references.

• Rev prop 8765 (pdf)

Audit, review, compilation, agreed-upon-procedures … oh my. It’s a podcast all about attest services. … Wait! Where are you going?! You’re going to want to hear this one, promise!

On today’s episode, we talk to CPA, shareholder, and vice president of our attest services team, Deidre Budahl. Deidre corrects all the misconceptions about audits (they’re not that scary, and in fact, your organization might not even need one) and talks about how your nonprofit, school, or government entity can pick the right level of service.

Deidre even defines some jargony terms that you can trot out at your next dinner party … provided you’re partying with accountants.

Anyway, audit’s a way more nuanced and interesting field than people give it credit for, and you’re gonna wanna listen in to learn more!

Welcome to another Generally Accepted Accounting Podcast Happy Hour! This one’s with Laura Gillen, Certified Financial Planner, who works for Avantax, our firm’s wealth management and financial services planning partner. Laura’s taken a kind of nontraditional path to financial planning, and that’s given her a unique perspective on the industry and helping clients with their financial goals. She talks about how she got into the industry, what she loves about it, and how much of a huge nerd she is, which, honestly, is one of our favorite parts about her. Learn more about Laura!

Here’s part two of the first-ever Generally Accepted Accounting Podcast Happy Hour! We’re back with the CEO and Family Nurse Practitioner, Micki Lyons. Micki leads one of the firm’s clients, Crook County Medical Services District, and is married to our firm’s managing shareholder, CPA Mark Lyons. For part two, we turned the Q&A mostly over to Micki and Mark so they could quiz each other. We’re not going to say chaos ensued. But the parts that we are able to release to the public are as insightful as they are entertaining. Don’t miss this episode!

• Micki Lyons, DNP-C, CEO bio

It’s the first Generally Accepted Accounting Podcast Happy Hour! For our first-ever installment, we did a first-of-its-kind interview with Micki Lyons, CEO and Family Nurse Practitioner with Crook County Medical Services District — one of the firm’s clients — in Sundance, Wyoming.

Micki has multiple nursing degrees, including a Bachelor of Science in Nursing, a Master of Science in Nursing, a Doctorate of Nursing Practice, and a Natural Health Certification. Before joining CCMSD as a provider, Micki served as a registered nurse for the facility in the hospital and emergency departments for seven years. She also worked as a school nurse for Crook County School District for 13 years. Oh, also, she’s married to our managing shareholder, Mark Lyons, who also joined in the interview.

This is a two-parter, and for the first part, it was almost all business, specifically rural health care clinic business. Micki did a deep dive, talking about different types of rural healthcare clinics, the challenges they face, why the clinics are so important, and what keeps her coming back.

Oh, and also, fruit pizza. Yeah. The link’s below.

• Micki Lyons, DNP-C, CEO bio

Our managing shareholder, Mark Lyons, is back as we continue our healthcare series. This time, we start with Medicare allowable costs and activities. And then, we enter into the seedy underbelly of Medicare Advantage Plans. … OK, it’s not all that seedy, but it sure makes things complicated for critical access hospitals. Anyway, you’ll learn about the difference between allowable costs and activities vs. unallowable costs and activities (turns out, those are not illegal things), different kinds of cost centers, and why Mark gets pretty fired up when it comes to TVs and telephones in hospital rooms. So, listen in to learn more!

Hospitals are dropping Medicare Advantage plans left and right

Trouble with Medicare Advantage Plans

High-level info about cost reports

In 1977, a young accountant named Casey Peterson decided to take a bit of a risk and start his own firm. He did so, in part, because he thought there might be a better way to do business and relate to clients and employees. More than 45 years later, a couple of those employees sat down with him to ask what he meant by “a better way,” what he’s learned during all those years … and what it’s like to have your name on a big building. Casey, like any good western South Dakotan, is a heckuva storyteller, so you’re gonna like this one. Listen in to learn more about how Casey Peterson, LTD came to be!

• Meet Casey Peterson, CPA, AEP, PFS, Founder, Shareholder