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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

FALL 2025

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Featured Story: Shaping What’s Next

The newest tax bill in Washington has implications for nearly every taxpayer – but what exactly does it mean for you?

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Letter From Leadership: Supporting You Through Every Change

In our Letter From Leadership, we offer a clear-eyed look at how recent changes could impact your financial planning.

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Key Dates for You

  • October

    OCTOBER 15 – DECEMBER 7
    Annual Enrollment Period for making changes to Medicare or Medicare Advantage coverage.

    OCTOBER 15
    Deadline to file your extended 2024 tax return.

    Deadline for self-employed persons or small employers to establish and fund a SEP IRA for 2024.

    October's Wealth Strategies webinar: Medicare Planning

  • November

    NOVEMBER
    November is Giving Month! Donations of cash, material goods or investments can make a difference in people’s lives – and might lower your 2025 tax liability.

    November's Wealth Strategies webinar: Year-End Planning Strategies

  • December

    DECEMBER 1
    Deadline to buy a security and recognize a loss on the sale of a substantially identical security for 2025. (Sale must occur on December 31.)

 

More Articles From the Latest Issue

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Navigating a New Landscape of Tax Policy

Exploring the many moving parts of the new tax bill – and analyzing what they could mean for you.

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Wrapping Up 2025: Your Year-End Planning Checklist

As you prepare for the end of 2025, be sure to consider new planning opportunities associated with the newest legislation.

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How Washington's Newest Bill Could Shape the Economy

The One Big Beautiful Bill Act marks a turning point in U.S. economic policy – what does it mean for growth and stability?

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Minimize Family Drama Through Your Estate Plan

What can we learn from a recent celebrity estate battle?

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Invested in Our Clients, Invested in Our Community

PWM Symposium brings Baird associates together to refine solutions and build partnerships that benefit every client.

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Putting the Best To Work for You

We’ve long believed our greatest asset is our people. We’re showcasing some of the wealth management professionals who create great outcomes for Baird clients every day in our latest commercial, which was introduced in conjunction with the 2025 U.S. Open Golf Championship.

Watch our commercial and hear our unique perspective on wealth management.