Past Shows
Listen to recordings from past shows aired on WDIY.
Divorce Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss: “Estate planning considerations through divorce.”
Tax Filing, Withholding, Payments
Laurie Siebert, CPA, CFP®, AEP® discusses: “Filing status, withholdings, W-4s and estimated tax payments.”
Listener Tax Questions AGAIN
Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Time Value of Money
Laurie Siebert, CPA, CFP®, AEP® discusses: The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Deciphering Tax Documents
Laurie Siebert, CPA, CFP®, AEP® discusses: “Important Information Enclosed – Deciphering tax documents”
Organizing Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting your financial life in order.”
Gearing Up for Tax Season
Laurie Siebert, CPA, CFP®, AEP® discusses: “Gearing up for tax season – things to know.”
SECURE Act
Laurie Siebert, CPA, CFP®, AEP® discusses: “The SECURE Act – breaking it down.”
Trusts – when do they make sense?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss: “Trusts – general estate planning, minor trusts, A/B trusts and more.”
