Laurie will answer them on the air during the next broadcast. If you would like to ask your question on air, call during the show Wednesdays from 6-7 p.m. at 610-758-8810.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Considerations in Marital Status Changes
Laurie Siebert, CPA, CFP®, AEP®, discussed: Considerations in Marital Status Changes
Laurie Siebert, CPA, CFP®, AEP®, discussed: Tax credits under the new tax legislation
Laurie Siebert, CPA, CFP®, AEP®, discussed: Estate Planning – know the numbers
Laurie Siebert, CPA, CFP®, AEP®, discussed: Random Thoughts on Your Financial Choices
Laurie is a Certified Public Accountant, Certified Financial PlannerTM professional, Accredited Estate Planner, Registered Representative, member of both the Financial Planning Association and PICPA, and Senior Vice President of Valley National Financial Advisors. Laurie provides individuals with personal service for their tax and financial planning needs.
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Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org