
‘Ping-Pong’ Planning
Financial planning in an ever-changing environment.
RELATED: Read Laurie’s recent article called “Ping-Pong Planning” in the PA CPA Journal.

Financial planning in an ever-changing environment.
RELATED: Read Laurie’s recent article called “Ping-Pong Planning” in the PA CPA Journal.

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.