Past Shows
Listen to recordings from past shows aired on WDIY.
Financial Considerations for Women
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning Considerations for Women”
Alternative Financial Outcomes
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you don’t know in financial planning might hurt you” Laurie discusses situations that could have had a different financial outcome if only the person had known some useful strategies.
Tax Extensions, Late Filing… and more
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, late filing, penalties, estimated tax payments”
Unusual Tax Transactions
Laurie Siebert, CPA, CFP®, AEP® and her guest, Rodman Young, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss: “Unusual Tax Transactions” Get to know Rod Young at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
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”
