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Year-End Tax Planning

Original Air Date: November 07th, 2018

Year-End Tax Planning

Category: Tax

Laurie Siebert, CPA, CFP^®, AEP^® discusses “Year-end tax planning – what do you need to know and what can you still do?”

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Valley National Financial Advisors

Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org