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®, AEP®, discussed: What are you missing in your financial planning?
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...
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