Baird Digest

News and Perspective for Growing and Preserving Your Wealth

WINTER 2024

Featured Story: Four Investment Themes for 2024

The economic experts at Strategas discuss where they see opportunities in 2024.

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Advisor talking to client
Letter from Leadership: The Value of Partnership

Take advantage of all the guidance, resources and support your Baird Financial Advisor has to offer.

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Key Dates for You

  • January 2024

    JANUARY 1 – MARCH 31
    General enrollment period for Medicare for those who missed their initial enrollment period.

    JANUARY 16
    Federal estimated income tax payments for Q4 2023 are due.

    January's Wealth Strategies webinar: What Matters in 2024?

  • February 2024

    FEBRUARY 15
    Baird issues the first wave of 1099s for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.

    February's Wealth Strategies webinar: Navigating the Social Security Landscape

  • March 2024

    MARCH 1
    Baird issues the second wave of 1099s for accounts holding securities that require year-end tax information adjustments or income reclassifications.

    MARCH 15
    Baird issues the final wave of 1099s for all remaining accounts, as well as for any accounts holding REMICs.

  • April 2024

    APRIL 15
    Tax returns for 2023 are due, as are Q1 2024 federal estimated income tax payments and 2023 contributions to IRAs and Health Savings Accounts.

 

More Articles from the Latest Issue

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How Do Baird’s Planners Plan?

Baird’s planning experts offer some strategies to start the New Year off right.

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Woman working at table
How To Survive Tax Season

Filling out tax forms isn’t for the faint of heart. Here are six tips to make life easier for you and your CPA.

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Mother talking to adult daughter
A Message From the Heart

A family letter can transform your plans for your estate into a testament to your legacy.

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Father and son hiking
Helping Your Kids Weather the Storm

Baird’s Mike Antonelli and John Taft discuss how parents can help their children through challenging economic times.

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Man entering login and password into laptop
Staying Safe in an Online World

Hackers would like nothing more than to access your personal financial information. Here’s how to head them off at the pass.

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Doing Well by Doing Good

A New School of Thought

The need for high-quality early childhood education and enrichment opportunities has never been more important. Applying its expertise in this space, Baird’s Global Investment Banking team facilitated the 2023 sale of education pioneer School of Rock to Youth Enrichment Brands, a leading platform for youth activities. Last year School of Rock helped more than 180,000 students build their confidence, creativity and musical ability – and Youth Enrichment Brands is uniquely positioned to provide the leadership and resources to continue School of Rock’s climb up the charts.

Learn More About How Baird Makes a Difference