Latest Past Events

Captive Insurance Lunch & Learn

Business leaders and CPAs are invited to an insightful in-person seminar on October 22, 11:00 am – 1:00 pm (MST) on how captive insurance can strengthen your company’s financial strategy. Learn how to reduce costs, improve control, and access best-in-class coverage with a stable, predictable approach. Free Lunch & Learn Seminar Date: Wednesday, October 22, 2025…

RMA & TMA Pickleball Challenge

Join us on November 14, at 10:00 am - 12:00 pm (MST) for networking and pickleball at Club Pickleball USA, 203 W 9000 S, Sandy, UT 84070. Come on out for the best networking event of the year. We will have an outstanding time playing Pickleball and meeting and networking with some of the greatest…

How To Increase The Value Of Your Business

Join us via Zoom on October 8 from 1:00 pm - 2:00 pm (MST) for an insightful webinar series designed to help business leaders unlock their company's full potential. This session will provide actionable strategies to maximize business value, improve tax efficiency, and ensure transaction success. Our expert speakers will guide you through practical approaches…