Tanner LLC

Is your nonprofit running on all cylinders? ?? Attention Nonprofit Leaders! You know better than anyone how rewarding—and challenging—your work can be. Small teams accomplishing big, transformative missions often means running lean while staying laser-focused on your impact. Tanner's Client Advisory Services specializes in supporting leaders like you, with a deep understanding of the unique demands nonprofits face. ?? That’s why we’ve created a free online assessment designed to act as your strategic tool. Think of it as a multi-point inspection for your organization! Our goal is to help you uncover meaningful insights into critical areas like financial health and operational efficiency, so you can keep driving your mission forward with confidence. ?? Take the assessment today and start building a stronger tomorrow! Sitori Holbrook Assessment https://lnkd.in/gzD6rt9x

Join us tomorrow! Last chance to secure your spot for our 2nd Annual CPE Tax Update. Go into 2025 with a sense of what's coming in the world of tax AND get post election insights! Downtown SLC - The Hyatt November 20th 8-4 CPE Included - up to 4 hours Breakfast & Lunch REGISTER IN COMMENTS

?? A heartfelt thank you to our friends at Utah Community Action for welcoming us today to help "Stuff-A-Tummy." Our TannerTOGETHER team organized and packed Thanksgiving dinners for 50 Utah families, bringing the spirit of the season to those in need. This "Stuff-A-Tummy" event marks our final service project of 2024, but we’re already excited to deepen our commitment to community impact in 2025. We’re also grateful to Utah Food Bank and Utah's Promise - United Way for hosting us earlier this year. Partnering with such inspiring nonprofits has strengthened our team and our resolve to give back, and we look forward to joining more Utah organizations in 2025! Thank you to our fabulous organizer for this event - Ashley Parker-Wardle, CPA!

Today, we honor and thank all veterans for their service and sacrifice. We’re grateful for your courage, commitment, and sacrifice in protecting our freedom.

Boost 24 was truly inspiring! From student leaders representing the future of Silicon Slopes and beyond, to the innovators and founders of seed through Series B startups, the energy was contagious. It was a great reminder of why we’re so committed to supporting early-stage companies at Tanner. We’re here to add value and help them scale successfully. Thank you to the Boost 24 team for the opportunity to share our passion, insights, and resources! Ben Lonsdale | Taylor Stringham, CPA | Eric Evans, CPA | Utah Valley University

Happy Election Day! Looking for valuable post-election insights and CPE? Join us on November 20th at the Hyatt in Downtown SLC for our Annual Tax Update. This year, we're excited to welcome special guests from Blake D. Moore’s Office, who will share unique insights on the election’s impact. This is a fantastic opportunity to connect with Utah's finance and tax leaders while gearing up for 2025 and beyond. Here’s a preview of the topics we’ll cover: ?? International Tax and Transfer Pricing ?? R&D Credit / Sec. 174 Update ?? TCIA 2025 Tax Cliff Plus, enjoy lunch and an inspiring keynote. We hope to see you there! We are excited to welcome our co-sponsors from IMA Financial Group, Inc. | Peisner Johnson | UMB Bank | CAPTRUST Tanner Tax Partners: Jodie Hewitson | Jeff Bickel | David Sperry | Shawn Marchant | Heather Allen | Garrett Koerner | Derek Drysdale | Mark Madrian | Nathan Peterson, CPA

?? ?? Happy Owl-O-Ween from Team Tanner! One of our favorite traditions is having the Tanner Tots in the office for a party, costume parade and trick-or-treating. Congratulations to this year's winners of the costume and spook your space contests! Thank you for going all out to make it a great one! ?? ?? Swipe to see all the winners. ? THANK YOU to our amazing internal events wizard Melissa Shaw and team for another amazing party!

?? Join Us for the 2nd Annual Tanner Tax Update! (4 Hours of CPE) We're thrilled to bring together Utah's finance leaders for a day of insight, learning, and networking! This year’s update will be held at the stunning Hyatt Hotel downtown, where you’ll get: ? 4 Hours of CPE ? Post-Election Perspectives straight from representatives of Congressman Blake D. Moore’s team ? Insights into critical tax changes, upcoming legislation, and key tax topics to drive impactful outcomes! REGISTER IN COMMENTS BELOW or reach out for more information - to Merry Osborne: [email protected]. Don't miss this chance to gain valuable perspectives and connect with industry peers. Let’s make 2024 a year of informed decisions and great results! ?? Date: November - 8:00-1:00 ?? Location: Hyatt Hotel, Downtown SLC #TannerTaxUpdate #FinanceLeaders #TaxInsights #UtahFinance #CPE Shawn Marchant | IMA Financial Group, Inc. | Peisner Johnson | CAPTRUST | UMB Bank

Attention Utah Finance leaders and CFOs! Join us on November 19th for the next ACG Utah Roundtable Breakfast, held at the Tanner Training Center in downtown SLC. This event is designed specifically for upper level finance professionals such as CFOs, VP of Finance, Controller, etc., tackling best practices, pain points, and collaborative problem-solving across the business landscape. You’ll hear from a panel of seasoned experts and have the chance to connect with fellow CFOs who understand the challenges you face. Don’t miss this opportunity to network, learn, and share insights with a dynamic community of financial leaders! RSVP: Meaghan Miller-Gitlin | [email protected] Moderator: Zach Larkin - The Cynosure Group Panel: Clark Gee - Lendio Scott Whitt, MBA, CFA - United Energy Workers Healthcare Ryan Meyer, CPA, CGMA - Clyde Companies, Inc. Host: Klint Lewis, CPA

Experiencing the outdoors and sports with a disability might just keep us indoors. On this episode of the Tanner Impact Podcast, Caitlin Bognoski, Director of Development, and Tracy Meier, Chief Program & Education Officer, share about how the National Ability Center breaks down the barriers through adaptive sports for individuals and families across the nation. Whether water, land, or snow sports, the National Ability Center gives new opportunities for almost anyone of any age with a disability to experience adaptive sports. Podcasters: Douglas Hansen & Devan Romano, CPA, CFE Check out the podcast here: https://lnkd.in/eWJttBgU