7-24-21 - Sandra Geisler - Tax Updates

July 26, 2021 00:41:38
7-24-21 - Sandra Geisler - Tax Updates
Money Sense
7-24-21 - Sandra Geisler - Tax Updates

Jul 26 2021 | 00:41:38

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

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.

Other Episodes

Episode

October 15, 2023 00:45:23
Episode Cover

Consumer Scams with Lisa Schiller

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schiller, Senior Director of Investigations and Media Relations at Better Business Bureau Serving...

Listen

Episode

December 10, 2023 00:42:34
Episode Cover

Mobile Living Lifestyle

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the...

Listen

Episode

April 20, 2025 00:45:28
Episode Cover

Market & Economic Update 4.20.25

Gain insight into the strategy behind President Trump's economic decisions to better understand current market shifts, even amid uncertainty. 

Listen