
Listener Tax Questions
Laurie welcomes back Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors to continue their discussion about taxes, and address listener questions.
Laurie welcomes back Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors to continue their discussion about taxes, and address listener questions.
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?