Divorce Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss:

“Estate planning considerations through divorce.”

(Original air date March 18, 2020)

MORE RECENT SHOWS

 

Tax Filing, Withholding, Payments

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Filing status, withholdings, W-4s and estimated tax payments.”

(Original air date March 11, 2020)

MORE RECENT SHOWS

 

Listener Tax Questions AGAIN

Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions.

(Original air date March 4, 2020)

MORE RECENT SHOWS

LISTEN to past shows devoted to listener questions.

 

Time Value of Money

Laurie Siebert, CPA, CFP®, AEP® discusses:

The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations.

(Original air date February 26, 2020)

MORE RECENT SHOWS

 

Listener Tax Questions

Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions.

(Original air date February 19, 2020)

MORE RECENT SHOWS

LISTEN to past shows devoted to listener questions.

 

Deciphering Tax Documents

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Important Information Enclosed – Deciphering tax documents”

(Original air date February 12, 2020)

MORE RECENT SHOWS

 

Organizing Your Financial Life

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Getting your financial life in order.”

(Original air date February 5, 2020)

MORE RECENT SHOWS

 

Gearing Up for Tax Season

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Gearing up for tax season – things to know.”

(Original air date January 29, 2020)

MORE RECENT SHOWS

 

SECURE Act

Laurie Siebert, CPA, CFP®, AEP® discusses:

“The SECURE Act – breaking it down.”

(Original air date January 22, 2020)

MORE RECENT SHOWS

 

Trusts – when do they make sense?

Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss:

“Trusts – general estate planning, minor trusts, A/B trusts and more.”

(Original air date January 14, 2020)

MORE RECENT SHOWS