Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Past Events
2019 CPA Survival Kits
Annually, just before April 15, we thank our partnering CPAs with a “Survival Kit” full of goodies.
Social Security Workshops
Elite Resource Partners advisor Mike Reese leads monthly workshops that introduce retirees and pre-retirees to strategies that will enhance knowledge and prepare them for future planning.
9th Annual Qualified Plan Workshop – Fall 2019
Jan updated business partners during a luncheon at The Park City Club on new government rules and regulations, along with strategies for the use of certain Qualified Plans that act as “Tax Reduction Tools.”