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Open House for TaxPanacea & CK Financial Resources

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145 Knight Ln

145 Knight Lane

Williston, VT 05495

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Dear friends,

TaxPanacea Associates LLC and CK Financial Resources are hosting an open house and you’re invited!

Our two companies have been working together for many years and now we’re under the same roof, sharing space and laughs (but still separate businesses, in case you were wondering).

Peggy established TaxPanacea in 1999 as a small boutique tax firm in her back bedroom in Montpelier (or as she refers to it, “in the closet under the stairs”) and later moved her family and business to Essex Junction. You may have heard of Peggy through her “For Dummies” series of books; Taxes for Dummies, Estate and Trust Administration for Dummies, 529 & Other College Savings Plans for Dummies and Managing Your Money for Dummies. Peggy, together with Office Manager Melinda Campbell, Bookkeeping Specialist Marcy Carton, Legal Specialist Kathy Murphy (or as we like to refer to her, “our lady of Ann Arbor”) and official TaxPanacea Greeter Roddy, all team together to tackle your tax issues, both simple and complex.

CK Financial Resources was founded in 1986 by Kerry McManus. Kirk Shamberger joined in 1992. Together with over 75 years of financial industry experience, our Financial Engineering process helps clients maximize their assets and reduce their taxes with little to no risk.

We’re all incredibly excited to be in our new space. We would very much like to see you and introduce you to those of us you may not already know. Please join us for our open house celebration from 3-7pm, Wednesday, November 29, 2017. We’re located at 145 Knight Lane in Williston, VT (off Route 2A behind Guy’s Farm and Yard and Stove and Flag Works).

Please contact Kirk (802-238-8187) Peggy, Marcy or Melinda (802-878-1055) to RSVP or respond to this. email. We’ll have refreshments and snacks, so please bring your appetite.

Warmly,

Kirk and Peggy and the rest of the team!


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145 Knight Ln

145 Knight Lane

Williston, VT 05495

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