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Year-End Tax Planning with Thomas Riddle & Selena Lavonier | Your Financial Choices

Lori Catanzaro
Laurie Siebert, CPA, CFP®, AEP®";

Laurie Siebert discusses year-end tax planning including a conversation about charitable giving with guests Thomas Riddle, CPA, CFP®, Founder and Chair of the Valley National Group as well as the Chair of the ArtsQuest Foundation, along with Selena Lavonier, Senior Director of Advancement for ArtsQuest.

(Original air-date: 12/9/2020)

Laurie hosts WDIY's weekly financial call-in show, Your Financial Choices, every Wednesday at 6 PM. She is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors.