Home / VNFA News


January 31, 2023 | Weekly Commentary

Senior Vice President, Laurie A. Siebert, CPA, CFP®, AEP®, had the opportunity to present a program for Morningstar Living residents and guests.  Laurie introduced the concept of looking beyond the numbers on your tax return with “What Story Does Your Tax Return Tell and What Can We Learn?”. Laurie said, “Knowing your tax return’s story will allow a better understanding of the impact of your financial decisions.”  Take the time this year to learn your story and engage with your tax return! You might find opportunities to save taxes!