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
May 9, 2018
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
May 2, 2018
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
April 18, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement Planning Considerations.”
(Original air date April 11, 2018)
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Tax Potpourri
April 4, 2018
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
March 28, 2018
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
March 14, 2018
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
February 28, 2018
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
February 21, 2018
Laurie Siebert, CPA, CFP®, AEP® discusess:
“Listener Tax Questions”
Original air date February 21, 2018)
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Planning Under Tax Reform
February 14, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“The new world of planning under tax reform”
(Original air date February 14, 2018)
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