Schedule K-1

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

“What is a Schedule K-1 and why might you get one? ”

(Original air date March 15, 2017)

MORE RECENT SHOWS

 

MORE Listener Questions

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)

MORE RECENT SHOWS

 

Listener Questions

Laurie Siebert, CPA, CFP®, AEP®  devotes the entire show to listener questions.

(Original air date March 1, 2017)

MORE RECENT SHOWS

 

Interest & Dividends

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

“Interest and dividends and the geography of your investments”

(Original air date February 22, 2017)

MORE RECENT SHOWS

 

Risk Management

IMG_0033Laurie 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)

MORE RECENT SHOWS

 

Sched A & Itemized Deductions

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

“Understanding Schedule A and itemized deductions” on our tax return

(Original air date February 8, 2017)

MORE RECENT SHOWS

 

ACT 95 and POA

IMG_2117Laurie 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)

MORE RECENT SHOWS

 

Grants & Legacy Planning

FullSizeRenderLaurie 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)

MORE RECENT SHOWS

 

Beneficiary Financial Implications

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

“Financial implications of being a beneficiary”

(Original air date January 11, 2017)

MORE RECENT SHOWS

 

What To Do Right in 2017

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

“What to do right in 2017”

(Original air date January 4, 2017)

MORE RECENT SHOWS