For Your Benefit

Host Bob Leins, CPA® and co-host Bob Braunstein, Federal Benefits Specialist at NITP, welcome Theresa Brownson and Darnetta Bascomb, Senior Medicare Patrol Project, AARP Legal Counsel for the Elderly.

Host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist, NITP, welcome Lester Austin, Retired Senior Public Affairs Specialist with the Social Security Administration.

Host Bob Leins, CPA® welcomes Greg Wagner, CFP®.

Host Bob Leins, CPA® welcomes Patti Hudson, Life Coach and Health Educator.

Host Bob Leins, CPA® welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), and John Jilek, Certified Financial Planner®.

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® for a discussion about:

What did we learn from the partial government shut down?

How can Fed employees prepare for the possibility of another?

How is the new tax law affecting financial planning decisions

- Roth versus Traditional contribution decisions

- Adjusting w/holdings

What are Qualified Charitable distributions and who should take advantage of them?

For questions or comments, email us in advance at [email protected]

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® for a discussion about:

• What did we learn from the partial government shut down?

• How can Fed employees prepare for the possibility of another?

• How is the new tax law affecting financial planning decisions

o Roth versus Traditional contribution decisions

o Adjusting w/holdings

• What are Qualified Charitable distributions and who should take advantage of them?

For questions or comments, email us in advance at [email protected]

Host Bob Leins, CPA® welcomes Josh Huder, Ph.D., to the studio to discuss the 116th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated to educating Federal employees about Congress and its operation.

Host Bob Leins, CPA® welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC. Our discussion will focus on factors that make Estate Planning for women unique. We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life.

• How Estate Planning is Different for Women

• Evolution of a Plan - From Start to Finish

• Single

• Married or Partnered

• Married or Partnered with Children and Single with Children

• Divorced

• Blended Families

• Widowed

For questions or comments, email us in advance at [email protected]

Host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire, Miles & Stockbridge, PC. Projections have been made that the majority of 2018 tax returns will show a lower income tax. Our discussion will focus on how you should benefit from the changes.

• Overview of how the New Tax Laws will impact you

• Timing itemized deductions versus standard deduction

• Where did “Adjustments” go and what were they anyway?

• Business Income Deduction for “side” businesses as well as larger businesses

• Lower income tax rates for most taxpayers

• Child Tax Credit

For questions or comments, email us in advance at [email protected]