Laurie Siebert, CPA, CFP®, AEP® discusses:
“Accessing retirement funds – when and how?”
(Original air date May 1, 2019)
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Q1 Market Review
April 10, 2019
Laurie and Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors discussed:
“A Review of the Markets through Q1 2019”
(Original air date April 10, 2018)
RELATED CONTENT
Valley National Financial Advisors’Quarterly Commentary – Q1 2019
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PA Inheritance Tax Special Situations
April 3, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses: “Special Elections and Situations in PA Inheritance Tax Filings” with her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp.
(Original air date April 3, 2018)
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Your Tax Returns
March 27, 2019
Laurie Siebert, CPA, CFP®, AEP® will discuss:
“Your Tax Returns – amending, extending and paying.”
(Original air date March 27, 2018)
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Elements of Financial Planning
March 20, 2019
Laurie Siebert, CPA, CFP®, AEP® welcomed back Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors to discuss:
“Elements of Financial Planning”
(Original air date March 20, 2018)
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More Listener Tax Questions
March 13, 2019
Laurie Siebert, CPA, CFP®, AEP® and her guest Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors address:
“MORE Tax Questions from Listeners”
(Original air date March 13, 2018)
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Tax Return Income Management
March 6, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Strategies for managing the income on your tax return and why it is important.”
(Original air date March 6, 2018)
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Tax Information & Reminders
February 27, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax Information – a collection of important topics and reminders.”
(Original air date February 27, 2018)
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Listener Tax Questions
February 13, 2019
Laurie Siebert, CPA, CFP®, AEP® addresses:
“Tax Questions from Listeners”
(Original air date February 13, 2018)
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New Tax Forms
February 6, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax season – reviewing the new forms”
(Original air date February 6, 2018)
RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.
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