
Giving & Awareness
Laurie A. Siebert, CPA, CFP®, AEP® and her guests, Dawn Fernandez and Omar Zucco, representing the Lehigh Valley American Heart Association’s Go Red for Women initiative to raise awareness of heart disease and stroke in women.

Laurie A. Siebert, CPA, CFP®, AEP® and her guests, Dawn Fernandez and Omar Zucco, representing the Lehigh Valley American Heart Association’s Go Red for Women initiative to raise awareness of heart disease and stroke in women.

Laurie Siebert, CPA®, AEP®, discussed: What financial tips did we learn from 2025?

Laurie Siebert, CPA®, AEP®, discussed: Year-end Financial Planning take-aways.

Laurie Siebert, CPA®, AEP®, discussed: Year end tax considerations and charitable giving.

Laurie Siebert, CPA®, AEP®, discussed: Tax planning for periods of transition