CSD Financial is a wealth management and financial planning firm operated by Gil Davis, CPA/PFS. Please review our services to discover how we can assist you and/or your company in all of your financial needs.
Key team members include Gil Davis, serving as the Managing Director, and Vici Lofstead, Financial Services Assistant. Both Gil and Vici serve as an integral part of the Case | Sabatini team.
We encourage you to check back regularly and read these online newsletters.
Tax and Business Alert – This newsletter provides you information to stay up to date with the current events happening within the accounting realm.
Popular Links to Outside Sites
IRS: The Digital Daily – The Digital Daily is an online publication created by the Department of the Treasury and the Internal Revenue Service, providing tax information, news, and access to online tax forms.
SEC – A link to the Securities and Exchange Commission.
American Stock Exchange – Get the latest quotes on the AMEX, NASDAQ and more.
New York Stock Exchange – Get stock quotes, access your personal stock tracker, get the latest on listed companies and IPOs, and learn more about how the investment community and the NYSE work.
American Institute of Certified Public Accountants – This website offers news, CPA forums, information on conferences, career guidance resources, and other features!
Pennsylvania Institute of Certified Public Accountants – This website features a list of the PICPA’s chapters, public interest issues, governmental issues, and news on the happenings in accounting.