
Year-End Tax Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.
Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National...
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...