Past Shows
Listen to recordings from past shows aired on WDIY.
New Jersey Estate and Income Tax
Laurie Siebert, CPA, CFP®, AEP® and her guest, Frank Stettner, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss “New Jersey Estate Tax and New Jersey Income Tax.” Get to know Frank Stettner at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
New Beginnings
Laurie Siebert, CPA, CFP®, AEP® will discuss “New Beginnings” – Getting Your Financial House in Order.
MORE Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® devoted the entire show to MORE listener tax questions. RELATED SHOWS: Listener Tax Questions (March 2) Understanding Tax Reporting Forms Getting Ready for Filing Your Tax Return Last-Minute Tax Strategies/Updates
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® devoted the entire show to listener tax questions. RELATED SHOWS: Understanding Tax Reporting Forms Getting Ready for Filing Your Tax Return Last-Minute Tax Strategies/Updates
Estate Administration of Art & Collectibles
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Eric Strauss of Worth, Magee & Fisher Law Office discuss: “Art, antiques, collectibles and estate administration”
Retirement Account Reporting
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement account reporting – contributions, deductions and distributions”
Understanding Tax Reporting Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding the income tax reporting forms”
Social Security Changes
Laurie Siebert, CPA, CFP®, AEP® and her guest, Mark Bacak, District Manager for the Social Security Administration, discuss: “Social Security Changes”
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Medicare Annual Disenrollment Period
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance, discuss: “The Medicare Annual Disenrollment Period and other Medicare related items” RELATED SHOWS: Medicare Tips (September 30, 2015) RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
