Past Shows
Listen to recordings from past shows aired on WDIY.
Affording College
Laurie Siebert, CPA, CFP®, AEP® discusses: “Ways to pay for college”
Tax Notices & Amended Returns
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax notices and amended returns for the IRS and PA”
Selling a Home & Mixed Use Real Estate
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Selling a principal residence and other mixed use real estate property”
Special Needs Fairness Act & ABLE Act
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss: “Special Needs Fairness Act and ABLE Act”
Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Estate planning and when does a POA know to step in?”
Extensions, Estimates, Penalties
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, estimates and avoiding penalties”
Tax Season Take-Aways
Laurie Siebert, CPA, CFP®, AEP® discusses: “What did we learn from this tax season?”
Fiduciary Rules
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss: “Fiduciary rules. Where do we stand?”
College Students & Financial Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss: “How much do college students understand about financial issues?” Plus, Luke Jaindl discusses fundraising for The Leukemia & Lymphoma Society.
Schedule K-1
Laurie Siebert, CPA, CFP®, AEP® discusses: “What is a Schedule K-1 and why might you get one? ”
