Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end planning tips.
RECORDING NOT YET AVAILABLE “Children and education funding tax considerations.“
RECORDING NOT YET AVAILABLE “Deciphering the tax documents – what are they telling us?“
Laurie Siebert, CPA, CFP®, AEP® discusses:“The start of tax filing season – what you need...
Laurie Siebert, CPA, CFP®, AEP® welcomes Attorney Nicholas Sandercock from Gross McGinley, LLP to discuss:...
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