Tax Planning Strategies
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
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Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
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