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 0

July 13, 2021 00:42:19
Episode Cover

7-10-21 - Jenny Coombs - Sustainable Investing

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing...

Listen

Episode 116

May 19, 2020 00:41:29
Episode Cover

COVID- 19 Edition #18 - Melva Henderson & Arnitta Holiman - Impact on Churches

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Melva Henderson, pastor and CEO of Melva Henderson Ministries, and Arnitta Holiman, church counselor...

Listen

Episode

October 28, 2023 00:44:32
Episode Cover

Envision the Ladder with Sherri Jordan

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sherri Jordan, President & Founder of Envision the Ladder, who shares her passion for...

Listen