Past Shows
Listen to recordings from past shows aired on WDIY.
Deciphering Tax Documents
RECORDING NOT YET AVAILABLE “Deciphering the tax documents – what are they telling us?”
Tax Filing Season
Laurie Siebert, CPA, CFP®, AEP® discusses:“The start of tax filing season – what you need to know.” Keep in mind the various tax forms you may need and where to find them. Take some time to review the documents for important information that is available on them in helping you understand your own financial situation.
Contracts
Laurie Siebert, CPA, CFP®, AEP® welcomes Attorney Nicholas Sandercock from Gross McGinley, LLP to discuss: “Contracts – the ins and outs of offer, acceptance and consideration.” Understanding the terms of a contract – whether hiring a contractor, starting a business, buying a property or even planning a wedding – and what it means to you from […]
Updates on Tax Filing
Laurie Siebert, CPA, CFP®, AEP® discusses:“Updates on tax filing – past and present, including stimulus payments.” Laurie’s key takeaways:Outstanding issues with your 2019 tax filing? The IRS continues to process returns that were paper filed as far back as April 1, therefore, IRS notices may be premature or delayed. Do not cancel your checks. Economic Income […]
2020 Market Recap & 2021 Expectations
Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at Valley National Financial Advisors discussed the 2020 Market recap and 2021 forecast. We learned during a black swan, or unusual event like a global pandemic, that Monetary and Fiscal policy can serve as a back up to the market response to the […]
Social Security and Medicare Odds & Ends
Laurie Siebert, CPA, CFP®, AEP® discusses:“Social Security and Medicare filing options, withholdings, IRMAA adjustments and Form SSA-44.”
Year-End Tax Planning
Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end planning tips.
Employer Stock Benefits
Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer stock benefits.”
Real Estate Investing
Laurie Siebert, CPA, CFP®, AEP® was joined on the phone by David Ellowitch, CFP® to discuss: “Considerations in Real Estate Investing.” Using real estate investing as an option for supplementary income, highlighting the benefits and cautions. When the market zigs, real estate usually zags but you need to understand the landscape before embarking.
Special Planning Circumstances
Laurie Siebert, CPA, CFP®, AEP® discusses: “Special circumstances in financial planning – what are yours?” There was a confluence of events in 2020 relating to changes under the SECURE ACT of December 2019, the CARES ACT of March 2020 and the impact of the pandemic on health, jobs and the market. Understanding your special circumstances can […]
