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Show Category: Tax

Getting Ready for Tax Season
Original Air Date: January 25th, 2023

Getting Ready for Tax Season

Category: Tax

Laurie discussed: How to get ready for tax season.

Tax Changes- The Secure Act 2.0
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.

Year-End Tax Planning Odds and Ends
Original Air Date: November 16th, 2022

Year-End Tax Planning Odds and Ends

Category: Tax

Laurie discussed Year-end tax planning odds and ends.

Business Structures and Their Consequences
Original Air Date: November 09th, 2022

Business Structures and Their Consequences

Category: Financial Planning, Tax

Laurie discussed Business Structures and Their Consequences.

Tax Planning Before Year-End
Original Air Date: September 28th, 2022

Tax Planning Before Year-End

Category: Financial Planning, Tax

Laurie discusses: Tax Planning Before Year-End

2022 Tax Changes
Original Air Date: August 03rd, 2022

2022 Tax Changes

Category: Tax

Laurie discusses: 2022 Tax Changes and Proposed Changes

Tax Extensions & Estimates
Original Air Date: April 13th, 2022

Tax Extensions & Estimates

Category: Tax

Laurie discusses Tax Extensions, Estimates and 2022 Planning

Listener Tax Questions – AGAIN!
Original Air Date: March 23rd, 2022

Listener Tax Questions – AGAIN!

Category: Tax

Laurie answers a fourth installment of Listener Tax Questions.

Tax Planning with Retirement Accounts
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.

Listener Tax Questions – Keep Them Coming!
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.