7-24-21 - Sandra Geisler - Tax Updates
Podcast: Money SensePublished On: Mon Jul 26 2021
Description: Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.
The note was deleted
The note was saved
Your message was sent