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 and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?