Show Category: Tax
Original Air Date: January 25th, 2023
Getting Ready for Tax Season
Category: Tax
Laurie discussed: How to get ready for tax season.
Original Air Date: January 11th, 2023
Tax Changes- The Secure Act 2.0
Category: Tax
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act 2.0.
Original Air Date: November 16th, 2022
Year-End Tax Planning Odds and Ends
Category: Tax
Laurie discussed Year-end tax planning odds and ends.
Original Air Date: November 09th, 2022
Business Structures and Their Consequences
Category: Financial Planning, Tax
Laurie discussed Business Structures and Their Consequences.
Original Air Date: September 28th, 2022
Tax Planning Before Year-End
Category: Financial Planning, Tax
Laurie discusses: Tax Planning Before Year-End
Original Air Date: August 03rd, 2022
2022 Tax Changes
Category: Tax
Laurie discusses: 2022 Tax Changes and Proposed Changes
Original Air Date: April 13th, 2022
Tax Extensions & Estimates
Category: Tax
Laurie discusses Tax Extensions, Estimates and 2022 Planning
Original Air Date: March 23rd, 2022
Listener Tax Questions – AGAIN!
Category: Tax
Laurie answers a fourth installment of Listener Tax Questions.
Original Air Date: March 16th, 2022
Tax Planning with Retirement Accounts
Category: Financial Planning, Retirement, Tax
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
Original Air Date: March 09th, 2022
Listener Tax Questions – Keep Them Coming!
Category: Tax
Laurie address a third installment of Listener Tax Questions around the 2021 tax filing season.
