News & Events Tag

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, businesses, and car buyers scrambling to capitalize on incentives...

Many people reach 65 expecting Medicare to replace their health insurance and ease budget pressures. But in reality, Medicare often adds a new layer of costs - monthly premiums, income-based...

Banks want an extra layer of security for business loans, and a personal guarantee delivers it - but for partnership owners, there's a hidden tax advantage most overlook. This synthetic...

On August 22, 2025, our Littleton office proudly participated in the Climbing for Kids event, benefiting the Children’s Hospital Colorado Foundation. This annual fundraiser supports critical programs for children facing...

On August 25th, our Salt Lake City office proudly hosted the 7th Annual Golf Fundraiser at the beautiful Thanksgiving Point Golf Club, emceed by Jeff Jones & Robert Jensen. It...

Expert Insights from Nate Davis and Sue Hardy Nate Davis and Sue Hardy recently led an engaging webinar focused on the complexities of 401(k) plan audits, fiduciary responsibilities, and best practices...