Laurie Siebert, CPA, CFP®, AEP® discusses:
“What is a Schedule K-1 and why might you get one? ”
(Original air date March 15, 2017)
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MORE Listener Questions
March 8, 2017
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits.
(Original air date March 8, 2017)
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Listener Questions
March 1, 2017
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to listener questions.
(Original air date March 1, 2017)
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Interest & Dividends
February 22, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Interest and dividends and the geography of your investments”
(Original air date February 22, 2017)
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Risk Management
February 15, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss:
“Taking care of your loved ones through risk management”
(Original air date February 15, 2017)
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Sched A & Itemized Deductions
February 10, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Understanding Schedule A and itemized deductions” on our tax return
(Original air date February 8, 2017)
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ACT 95 and POA
January 25, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:
“ACT 95 and Power of Attorney”
(Original air date January 25, 2017)
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Grants & Legacy Planning
January 18, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation, discuss:
“Lehigh Valley Community Foundation 50th anniversary grants and legacy planning”
(Original air date January 18, 2017)
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Beneficiary Financial Implications
January 11, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Financial implications of being a beneficiary”
(Original air date January 11, 2017)
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What To Do Right in 2017
January 4, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“What to do right in 2017”
(Original air date January 4, 2017)
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