EIG Tax Team Roundtable

June 11, 2023 00:49:37
EIG Tax Team Roundtable
Money Sense
EIG Tax Team Roundtable

Jun 11 2023 | 00:49:37

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.

Other Episodes

Episode

March 16, 2025 00:44:47
Episode Cover

Spring Clean Your Finances

Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating...

Listen

Episode

July 10, 2022 00:45:17
Episode Cover

Trademarks with Cobby Shereff

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when...

Listen

Episode

January 21, 2024 00:43:24
Episode Cover

Green Homes & Green Mortgages

Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green...

Listen