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EP11: Planning for Single Individuals – 8.25.21
PLANNING FOR SINGLE INDIVIDUALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP10: Biden’s Proposal for High Income Taxpayers – 7.30.21BIDEN’S PROPOSAL FOR HIGH INCOME TAXPAYERS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP9: Document Retention – 7.8.21DOCUMENT RETENTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP8: Biden’s Proposed Tax Changes in 2021 Budget – 6.4.21BIDEN’S PROPOSED TAX CHANGES IN 2021 BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP7: Where Is My Refund? – 5.24.21WHERE IS MY REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP6: Like-Kind Exchanges – 2.23.21LIKE-KIND EXCHANGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP5: Estate Tax Portability – 1.28.21ESTATE TAX PORTABILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP4: Biden’s Tax Proposals Pre-Inauguration – What Will it Look Like in the Future? – 1.21.21BIDEN’S TAX PROPOSALS PRE-INAUGURATION – WHAT WILL IT LOOK LIKE IN THE FUTURE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP3: Electronic Tax Payments – 9.23.20ELECTRONIC TAX PAYMENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP2: 2020 Stimulus Credit – 8.25.202020 STIMULUS CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP1: Taxation of Unemployment Benefits – 8.11.20TAXATION OF UNEMPLOYMENT BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
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