
Year-End Tax Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.

Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.