
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 and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...
Laurie discussed: Bonds- What are they and how are they taxed?