Cascade CPA

💡 Fun Fact Friday!

Did you know… the first known accountant dates back over 7,000 years to ancient Mesopotamia? 📜

Even back then, businesses were tracking inventory, trade, and transactions—because knowing your numbers has always been key to success.

Fast forward to today, and while the tools have changed, the goal hasn’t: clear, accurate financials drive better decisions.

At Cascade CPA, we bring modern strategy to a timeless need—helping business owners stay informed, compliant, and confident. 📊

Changing jobs often triggers a mad rush to move retirement funds, but making a hasty decision can be an incredibly expensive mistake.

Most professionals default to an IRA rollover without realizing they have three other distinct options. Between navigating strict 60-day deposit windows, managing unexpected vesting schedules, and triggering permanent tax penalties, the rules get complicated quickly.

Before anyone touches their hard-earned savings, it pays to understand the true financial consequences of cashing out versus rolling over. This quick breakdown covers the critical tax traps most people miss when leaving an employer.

https://na2.hubs.ly/H06c5wX0

May is recognized as Mental Health Awareness Month, and at Cascade, we believe that supporting mental health is an important part of supporting our people.

Throughout the month, employees participated in our Mindful May Challenge, a wellness initiative designed to encourage mindfulness, self-care, gratitude, and intentional habits that support overall well-being. It was inspiring to see team members engage with the challenge, share their experiences, and take meaningful steps toward prioritizing their mental health.

We're excited to celebrate our challenge winners:
🥇 First Place (Tie): John Quachie & Katie Tiesing
🥉 Third Place: Jared Krueger

Congratulations to our winners and a heartfelt thank you to everyone who participated!
The feedback we received reinforced something we already know: taking time to focus on wellness matters. Whether it was practicing gratitude, taking a mindful break, getting active, or simply making time for self-care, participants found value in creating intentional moments throughout their day.

At Cascade, we recognize that mental health is not just important during Mental Health Awareness Month; it's something we care about year-round. Creating a workplace culture that supports well-being, encourages balance, and promotes healthy habits remains a priority, and we're proud to continue investing in initiatives that help our team thrive both personally and professionally.

Here's to continuing the conversation, supporting one another, and making wellness a priority every day. 💙

📣 We're Growing — There's a Seat for You at Cascade CPA! 📣

We're hiring Administrative Assistants in:
📍 Madison, WI
📍 Sauk Prairie, WI

At Cascade CPA, we believe great work starts with great people. We're proud of the culture we've built—one where team members support one another, celebrate successes, and take time to connect beyond the day-to-day.

Whether we're collaborating with clients, helping teammates, or gathering together as a team, the relationships we build are at the heart of what we do.

If you're organized, detail-oriented, personable, and ready to join a team where you can make an impact, there may be a seat for you at Cascade.

🔹 Madison Position: https://na2.hubs.ly/H0696TB0
🔹 Sauk Prairie Position: https://na2.hubs.ly/H06978-0

Know someone who would be a great fit? Tag them below or share this post!

✨ Cascade Cares: Supporting the Organizations That Strengthen Our Communities ✨

At Cascade CPA, we believe success isn’t just measured in numbers — it’s measured by the impact we make. Through Cascade Cares, we’re proud to support local nonprofits, charities, and community initiatives with volunteer work, donations, and pro bono financial guidance.

We’re excited to share that Q1 submissions are now open for Wisconsin nonprofits to apply for our $1,500 Cascade Cares Grant — and the best part? Anyone can nominate a nonprofit that’s making a difference.

📅 Deadline for Q2 submissions: June 30, 2026
💙 Grant Amount: $1,500
📍 Eligibility: Nonprofit must be based in Wisconsin
🙌 Nominations: Open to anyone

If you know a Wisconsin nonprofit doing incredible work, help us spread the word or nominate them today. Together, we can uplift the organizations that uplift our communities.

https://na2.hubs.ly/H05DTS40

💡 Fun Fact Friday!

About 90% of the world’s currency exists only digitally—no paper, no coins! 💻

That means most money today is just numbers moving between accounts—making accurate, real-time financial tracking more important than ever.

For business owners, this isn’t just interesting… it’s critical. Clean books, organized records, and clear reporting can make the difference between guessing and making confident decisions.

At Cascade CPA, we help businesses stay on top of their numbers, streamline financial processes, and turn data into strategy—not stress. 📊

Recent tax law updates completely shifted the rules for relocation write-offs, leaving many businesses and individuals unsure of where they stand. While the criteria narrowed significantly, certain taxpayers still qualify for substantial relief when shifting locations.

This quick guide breaks down exactly who is still eligible, what costs can be written off, and the specific IRS forms required to claim them successfully. Take a look at the full breakdown to ensure no deductions are left on the table during the next filing season.

Read the full article here:
https://na2.hubs.ly/H0626qG0

Thinking about hiring or outsourcing in your business? Here’s something to consider 👇

Not every task needs a full-time hire—and not every solution should live in-house.

Before you make a decision, ask yourself:
• Is this a core function or a support function?
• Do I need consistency, or flexibility?
• What’s the true cost beyond salary (time, training, oversight)?
• Will this decision still make sense a year from now?

The right choice isn’t always obvious—but it should always be intentional.

At Cascade CPA, we help business owners evaluate decisions like these through a financial and operational lens—so you’re not just reacting, you’re planning. We look beyond the immediate choice to understand the long-term impact on profitability, efficiency, and growth, while also guiding you with a focus on long-term strategy—not just short-term solutions.

Our goal is to bring clarity to complex decisions so you can move forward with confidence and build a business that’s set up for sustainable growth.

Because the goal isn’t just to move faster—it’s to move smarter.

Recent tax law updates completely shifted the rules for relocation write-offs, leaving many businesses and individuals unsure of where they stand. While the criteria narrowed significantly, certain taxpayers still qualify for substantial relief when shifting locations.

This quick guide breaks down exactly who is still eligible, what costs can be written off, and the specific IRS forms required to claim them successfully. Take a look at the full breakdown to ensure no deductions are left on the table during the next filing season.

👇 Read the full article here:
https://na2.hubs.ly/H061_Xz0