7-24-21 - Sandra Geisler

Money Sense

7-24-21 - Sandra Geisler - Tax Updates

Jul 26 2021 | 00:41:38

00:00 / 00:41:38

Hosted By

Show Notes

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.

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