Tax Review

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

“A review of tax season take-aways – AGAIN.”

(Original air date May 25, 2018)

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Legal Considerations for Startups

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Mark Aurand at Greater Good, discuss:

“Accessible legal considerations for small business and nonprofit startups.”

 

 

 

 

 

(Original air date May 16, 2018)

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IRA TRUSTS

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:

“IRA TRUSTS”

(Original air date May 9, 2018)

RELATED SHOWS:
Navigating the Elder Care Maze

with guest host, James Ruggiero (July 19, 2017)

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Long-Term Care Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“Long-Term Care Planning.”

 

 

 

 

 


(Original air date May 2, 2018)

RELATED SHOWS:
Tax & Cash Flow in Estate Plans

(January 31, 2018)

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Retirement Planning

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

“Retirement Planning Considerations.”

(Original air date April 11, 2018)

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Tax Potpourri

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

“Potpourri of taxes – extensions, estimates, 2018 planning.”

(Original air date April 4, 2018)

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Tax Questions & Multi-State Issues

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

“Listener’s tax questions and multi-state issues.”

Original air date March 28, 2018)

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Health Savings Accounts

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

“Health Savings Accounts and other related issues”

Original air date March 14, 2018)

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Employer & Retirement Plan Benefits

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

“Employer and retirement plan benefits – what to consider.”

Original air date February 28, 2018)

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Your Tax Questions

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

“Listener Tax Questions”

Original air date February 21, 2018)

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