Laurie Siebert, CPA, CFP®, AEP® and her guest, Frank Stettner, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss “New Jersey Estate Tax and New Jersey Income Tax.”
Get to know Frank Stettner at valleynationalgroup.com.
Get to know host Laurie Siebert at valleynationalgroup.com.
Laurie and her guest, Attorney Pete Iorio, from Fitzpatrick Lentz and Bubba discussed: Flexible...
Laurie and her guest, Carrie Ward, from Howard Hanna The Frederick Group discussed: Real...
Laurie discussed: More year-end tax review and considerations in job changes.
Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org