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

April 29, 2023 00:46:44
Episode Cover

National Christian Foundation with Linda Maris

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Linda Maris, President of National Christian Foundation to discuss charitable solutions, estate giving...

Listen

Episode

October 13, 2024 00:42:59
Episode Cover

Risk & Return

Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capitol Market Consultants, about aspects of investing relating to...

Listen

Episode 110

May 12, 2020 00:42:06
Episode Cover

COVID-19 Edition #12 - Gary Ross - Inspiring Business Leadership During Pandemic

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, author of “The Growth Cube” and CEO of Inspire Yourself, about how...

Listen