From the Pros… VIDEO

Posted on November 19, 2019 by The Weekly Commentary

2019 Year-End Tax Planning Topics
Six of our VNFA CPA professionals offer insights on important considerations in tax planning for year-end 2019, going into 2020.
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Tax-Savvy Charitable Giving
Senior Vice President Rod Young, CPA/PFS, CFP® offers ideas for maximizing your tax planning to incorporate charitable giving within the updated tax law landscape. WATCH NOW

Capital Gains/Losses & Dividends
Rod Young, CPA/PFS, CFP® discusses the importance of tax planning with regard to capital gains and losses, as well as dividends. WATCH NOW

Required Minimum Distributions
Laurie A. Siebert, CPA, CFP®, AEP® discusses the importance of tax planning around Required Minimum Distributions. WATCH NOW

Qualified Charitable Distributions
Vice President Timothy G. Roof, CFP explains the basics of Qualified Charitable Distributions (QCDs). WATCH NOW

529 Plans: PA State Tax Benefits
Vice President Jaclyn Cornelius, EA, CFP®, offers some insights and options Pennsylvania taxpayers may want to know about 529 plan contributions and deductions. WATCH NOW

From The Pros… VIDEO

Posted on October 29, 2019 by The Weekly Commentary

Tax-Savvy Charitable Giving
Senior Vice President Rod Young, CPA/PFS, CFP^® offers ideas for maximizing your tax planning to incorporate charitable giving within the updated tax law landscape. WATCH NOW

RELATED ITEMS

AUDIO: Charitable Giving & Itemized Deductions
Laurie Siebert, CPA, CFP^®, AEP^® discusses charitable giving during WDIY’s annual Fall Pledge Drive on “Your Financial Choices: – Conversation Radio for Your Financial Life. LISTEN NOW

VIDEO: Charity – Deductible (and Non-Deductible) Donations
Associate Financial Advisor Jessica Goedtel, CFP® touches on a few common types of charitable contributions. WATCH NOW

From The Pros… VIDEO

Posted on September 17, 2019 by The Weekly Commentary

Pension Decisions: Lump Sum vs Payment Plan
Spend 5 minutes with Michael A. Ippoliti, MBA, CFP^® as he provides an overview of the options facing individuals with pension decisions. He highlights some general pros and cons of lump sum versus monthly payments to take into consideration. WATCH NOW

From the Pros… VIDEO

Posted on August 27, 2019 by The Weekly Commentary

The Value of a Diverse Portfolio
Associate Financial Advisor Mike Warch reviews some considerations and questions to ask about your investment portfolio, in order to reduce risk and reach your long-term financial goals. WATCH NOW

From The Pros… VIDEO

Posted on August 20, 2019 by The Weekly Commentary

Executive Compensation Series – Stock Concentration
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, close out their series with a discussion about Stock Concentration resulting from executive benefit programs. WATCH NOW

RELATED VIDEOS: Executive Compensation Series

FROM THE PROS… VIDEO

Posted on July 30, 2019 by The Weekly Commentary

529 Plan FAQ
Jaclyn Cornelius, CFP^®, EA, spends five minutes answering the most frequently asked questions about 529 plans as a savings and investment tool. WATCH NOW

RELATED VIDEO: 529 PA Tax Benefits
Jaclyn Cornelius, EA, CFP®, offers some insights and options Pennsylvania taxpayers may want to know about 529 plan contributions and deductions. WATCH NOW

From The Pros… VIDEO

Posted on July 16, 2019 by The Weekly Commentary

Executive Compensation Series – Stock Options
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Stock Options – types, vesting schedules, tax consequences, and strategies for exercising stock options as part of an overall financial plan. WATCH NOW

RELATED VIDEOS: Executive Compensation Series

FROM THE PROS… VIDEO

Posted on July 2, 2019 by The Weekly Commentary

Executive Compensation Series – Restricted Stock
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Restricted Stock awards – what they are, how they vest and an overview of the tax consequences when they are granted and at the time they are vested.
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RELATED CONTENT: Executive Compensation Series – Introduction

FROM THE PROS… VIDEO

Posted on May 28, 2019 by The Weekly Commentary

Executive Compensation Series – Deferred Compensation
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Deferred Compensation plans. What you need to know and considerations that are important when deciding on participation.
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RELATED CONTENT: Executive Compensation Series – Introduction

FROM THE PROS… VIDEO

Posted on May 21, 2019 by The Weekly Commentary

Investing: The Value of a Long-Term Approach
Vice President Joseph Goldfeder, CFP^® addresses volatility and recovery in the markets, and some steps you might take to understand and prepare for the future of your portfolio.
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The Weekly Commentary

Observations of the current state of the stock and bond markets

Category Archives: From The Pros… VIDEO

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