
Tax Planning Strategies
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Laurie Siebert, CPA, CFP®, AEP®, discussed- Job Changes – What to consider!
Laurie Siebert, CPA, CFP®, AEP®, discussed: Unusual Tax Situations – questions welcome! Questions can...
Laurie Siebert, CPA, CFP®, AEP®, reviewed past Your Financial Choices podcasts.
Laurie Siebert, CPA, CFP®, AEP®, discussed: More Tax Talk and Fixes When Available.