
Education Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.

Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.