Broker Check
12 Feb
Webinar For Medical Professionals


Webinar For Medical Professionals


James Gnefkow, JD, LLM, MBA


Learn How to Leverage Advanced Tax Planning Strategies to Keep More of What You Make. “It’s not what you earn, it’s what you keep.”

Hear strategies to take advantage of currently available gift, estate and income tax laws.  Also, learn about the hugely impactful 199A 20% deduction, and how to maximize your qualified plan business income deductions, if applicable.

Tax planning is an important consideration in wealth accumulation, retirement income distributions, estate planning, and wealth transfer.

A proactive approach to your tax planning instead of a reactive approach could produce better results.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342.  Securities products/services and advisory services are offered through PAS, a member FINRA, SIPC, a registered broker-dealer and investment advisor, 800-366-0839.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect, wholly owned subsidiary of Guardian.   Not practicing law for Guardian or its subsidiaries or affiliates. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries and its agents do not provide tax or legal advice. 2019‐89953 Exp 2.13.20

Date and Time

Wed, Feb 12, 2020

12:00p - 1:00p EST



Dial in using your phone: (571) 317-3122 Access Code: 631-686-429


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