Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses an array of topics including charitable giving and National Estate Planning Week as well completing her discussion on IRAs from last week.
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.
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