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Last-Minute Tax Questions
Join guest host Rod Young, CPA, CFP(r) as he answers common questions during this tax season. What to do if you get a corrected tax document after you already filed your return? What to do if you need to change your withholdings, including different strategies to withholdings and/or estimates and safe harbors. What to do […]
Tax return questions and observations continued
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
Unusual Tax Situations – questions welcome!
Laurie Siebert, CPA, CFP®, AEP®, discussed: Unusual Tax Situations – questions welcome! Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Navigating taxes with Asset Allocation and Risk Tolerance
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating taxes with Asset Allocation and Risk Tolerance. Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Getting Ready for Tax Season.
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP® will discuss: Getting ready for tax season. Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Tax First Aid
Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Tax First Aid. Questions can be submitted at yourfinancialchoices.com in advance of the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
MORE Listener Questions
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits.
Tax Season Wrap-Up
“Tax season wrap-up and what did we learn?” Laurie A. Siebert, CPA, CFP®, AEP® discusses last-minute tax tips and reviews important questions that have come up regarding tax return preparation and tax planning.
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.
Tax Deductions & Credits
Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors, joins host Laurie Siebert to discuss tax deductions and tax credits on your return. Laurie and Rod also take listener questions on-air and off-air.
