6-15-19 - Sandra Geisler - Tax Planning

Episode 64 June 17, 2019 00:43:19
6-15-19 - Sandra Geisler - Tax Planning
Money Sense
6-15-19 - Sandra Geisler - Tax Planning

Jun 17 2019 | 00:43:19

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year with EIG Director of Tax Planning, Sandra Geisler, CPA.

Other Episodes

Episode

October 26, 2024 00:44:35
Episode Cover

Insurance

Join Kristina Schnuckel, Wealth Advisor and Director of Client Experience at EIG, as she talks with Kim & MK Acheson, The Acheson Group at...

Listen

Episode

July 20, 2024 00:43:25
Episode Cover

How to Spend Your 529

Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible...

Listen

Episode

October 29, 2023 00:44:29
Episode Cover

I Have a Dream with Barry Mandel

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Barry Mandel, CEO of the Mandel Group, for an empowering and heartfelt discussion...

Listen