tax planning

Tax Planning Strategies on Your Financial Choices

Mar 23, 2015

Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors will discuss tax planning strategies and answer listener tax questions. Rod and Jackie take your questions live on the air. 

(Original air-date: 03/18/2015)


Year-End Tax Planning on Your Financial Choices

Sep 5, 2013

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses year-end tax planning - it's not too early.   (Original air date September 4, 2013.)