Resources: Salt Lake City

Recent Articles

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How An Election Affects Markets

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It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the…

What Newer Retirees Aren’t Talking About

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There’s one thing I can report that I’m NOT hearing from newer retires: that it’s awful. That’s right. Not a…

Health and Safety Message

| Articles: Salt Lake City Office, SLC Summer 2020 | No Comments
Back in May, our goal was to get back to conducting in-person meetings here at the office starting June 1st.…

The Metric System

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Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we…

Special Reports

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Half Time Report Webinar

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Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Report: Secure Act of 2019

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SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…

Report: 2019 Year End Tax Planning

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YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year,…

Latest Newsletter

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2020 Summer Newsletter

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ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…

2020 Spring Newsletter

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ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…

2020 Winter Newsletter

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ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also…

2019 Fall Newsletter

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ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to…

2019 Calendar of Events

Friday, June 7th

Annual Rise Against Hunger®
Client meal packing event

Tuesday, June 28th

‘Half Time Report’ event

Saturday, September 7th

Annual Client Golf Outing

Wednesday, December 11th

Year End Tax Planning event