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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.
Types of Income (& Your Tax Return)
Laurie Siebert, CPA, CFP, AEP discusses how different kinds of income affect your tax return, and takes listeners’ tax questions.
Retirement & Tax Decisions
Host, Laurie A. Siebert, CPA, CFP®, AEP® discusses decisions on retirement account funding and takes listeners’ tax questions.
Your Financial Questions
Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to your listeners’ financial questions. Some of the questions Laurie addressed during this broadcast, include… Getting ready to retire. What to do with 401k monies after retirement to supplement cash flow? Cashing out or rolling over teacher retirement accounts in Pennsylvania? What to do about […]
How Long To Keep Your Tax Returns
Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, Cheri Freeh, CPA, CGMA and PICPA representative as they answer listeners’ tax questions and discuss how long to keep tax returns, what to do with tax refunds and using your tax return to help with your financial planning.
Inheriting Something? What should you know?
Laurie discussed: Inheriting Something? What should you know? Did you miss the last show, Listeners’ Tax Questions? Listen Here
Insurance Coverage Tips
Laurie Siebert, CPA, CFP, AEP and her guest Eileen Budd from the Budd Insurance Agency discuss risk management and tips for property and casualty insurance. Plus, more listeners’ tax questions. RELATED ARTICLE: Understanding the Role of the Insurance Professional RELATED PODCAST: Insurance and The Life Cycle (with Dave Ellowitch, CFP)
