Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors, joins Laurie to discuss capital gains and losses and Schedule D of your tax return. Laurie and Rod also take listener questions.
(Original air-date 3/11/2015)
This week's topic is getting ready for tax season! Laurie Siebert also takes listener questions live on and off air.
(Original air-date: 1/21/2015)
Host, Laurie A. Siebert, CPA, CFP(r), AEP (r) discusses how to get ready for tax season and doing so efficiently. Original air-date January 14, 2014.
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.)
Host Laurie A. Siebert, CPA, CFP, AEP, as she discusses various aspects of tax planning and tax estimates, including multi-state tax reporting.