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