
Charitable Giving
Host Laurie A. Siebert, CPA, CFP®, AEP®, discusses charitable giving, including ways to give that make a difference for you and your favorite charity.
Host Laurie A. Siebert, CPA, CFP®, AEP®, discusses charitable giving, including ways to give that make a difference for you and your favorite charity.
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...
Laurie discussed: Bonds- What are they and how are they taxed?