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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.

MORE Listener Tax Questions
Original Air Date: February 23rd, 2022

MORE Listener Tax Questions

Category: Tax

Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.

Listener Tax Questions
Original Air Date: February 09th, 2022

Listener Tax Questions

Category: Tax

Laurie addresses Listener Tax Questions about the 2021 filing season.

Getting Ready for Tax Return Preparation
Original Air Date: January 26th, 2022

Getting Ready for Tax Return Preparation

Category: Tax

Laurie discusses: Getting Ready for Tax Return Preparation

Year-End Tips & Thinking Ahead
Original Air Date: December 15th, 2021

Year-End Tips & Thinking Ahead

Category: Financial Planning, Tax

Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.