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

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 81

October 14, 2019 00:46:07
Episode Cover

10-13-19 - Paige Engle - Travel Tips

Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when...

Listen

Episode

November 23, 2025 00:45:47
Episode Cover

Finding Gratitude

Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone. 

Listen

Episode

April 26, 2025 00:46:09
Episode Cover

Recruitment Strategies

Learn how to identify and attract the right candidates to hire.  Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth Advisor Featuring: Scott Seefeld,...

Listen