RKL 2018 Credit Union Seminar Thursday, November 1, 2018 7:45 a.m. – 3:50 p.m. RiverCrest Golf Club & Preserve 100 Rivercrest Drive Phoenixville, PA 19460 Discuss challenges and opportunities facing…
Strategies to Maximize Charitable Giving in the Post-Tax Reform Landscape
The Tax Cuts and Jobs Act turned conventional planning wisdom on its head, thanks to the substantial increase in the standard deduction and changes to allowable itemized deductions. In the…
Ryan P. Hurst
Growing up in a family owned business household gave Ryan Hurst a firsthand appreciation for the hard work involved in running a successful company. Over the course of his 18-year…
Laurie M. Peer
Though Laurie Peer’s career as a public accountant and financial planning professional revolves around numbers, she chooses to focus on the meaning behind the money. As Partner/President, Laurie blends her…
Wendy L. Lance
An experienced certified public accountant and business advisor, Tax Partner Wendy Lance delivers strategic planning and compliance services to corporations, partnerships, closely held businesses and their owners. Wendy’s career in…