Past Shows
Listen to recordings from past shows aired on WDIY.
Accessing Retirement Funds
Laurie Siebert, CPA, CFP®, AEP® discusses: “Accessing retirement funds – when and how?”
Q1 Market Review
Laurie and Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors discussed: “A Review of the Markets through Q1 2019” RELATED CONTENTValley National Financial Advisors’Quarterly Commentary – Q1 2019
PA Inheritance Tax Special Situations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Special Elections and Situations in PA Inheritance Tax Filings” with her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp.
Your Tax Returns
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Your Tax Returns – amending, extending and paying.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® welcomed back Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors to discuss: “Elements of Financial Planning”
More Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® and her guest Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors address: “MORE Tax Questions from Listeners”
Tax Return Income Management
Laurie Siebert, CPA, CFP®, AEP® discusses: “Strategies for managing the income on your tax return and why it is important.”
Tax Information & Reminders
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax Information – a collection of important topics and reminders.”
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses: “Tax Questions from Listeners”
New Tax Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax season – reviewing the new forms” RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.
