Year-End Tax Planning Workshop - Lewes Public Library
Join PKS & Company, P.A. and PKS Investment Advisors LLC for a timely update led by Douglas W. McCabe, CPA, Esq., Emilee N. Snader, CPA, and Gigi G. LeKites, CFP®, CRPC®, on the latest tax issues, an overview of recent legislation, and year-end planning opportunities.
Thursday, November 14th from 10:00 - 11:00 a.m. at the Lewes Public Library
This class is educational in nature and is free and open to the public.
Register online by clicking here.
For more information, or help registering, contact Joann Phillips at 302-645-5757 or by email at jphillips@pkscpa.com.
PKS Investment Advisors is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. The workshop is for informational purposes only and is not designed to provide tailored financial or tax advice.
PKS Investment Advisors LLC is an independent registered investment advisory firm. As such we represent the interests of our clients and not that of a brokerage firm or insurance company. As a registered investment advisory firm, we adhere to a strict fiduciary standard and are guided at all times by doing what’s in our clients’ best interests. We specialize in financial planning, retirement income planning, investment management, risk management and employer retirement plans.
In house we have associates who are CERTIFIED FINANCIAL PLANNER™ Professionals, Personal Financial Specialists, and a certified Chartered Retirement Planning Counselor. All advisors hold FINRA series 65 securities licenses. We are affiliated with PKS & Company, P.A., a full-service accounting firm that provides traditional accounting services as well as specialized services in the areas of retirement plan audits and administration, medical practice consulting, estate and trust services, fraud and forensic services and payroll services.
