Elements of Financial Planning

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

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

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

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

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

“Tax Questions from Listeners”

(Original air date February 13, 2018)

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New Tax Forms

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

“Tax season – reviewing the new forms”

(Original air date February 6, 2018)

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RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.

 

Business Advisory Services

Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss:

“What are business advisory services and how can they help your business?”

 

 

 

 

 

 

 

(Original air date January 30, 2018)

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Financial Planning

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Financial planning – What is it and who can help you?”

(Original air date January 23, 2018)

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Life Transitions

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

“Transitions – life stages, retirement, death.”

(Original air date January 16, 2019)

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Social Security, Medicare & Working

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

“What to know about Social Security, Medicare and working.”

(Original air date January 9, 2019)

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