Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
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.
Business Advisory Services
Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss: “What are business advisory services and how can they help your business?”
