The 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers – but if you’ve traditionally deducted charitable gifts, you may have a new headache this tax season.
While Baird does not offer tax advice, it’s our job to review and clarify tax legislation so our clients understand how recent changes could impact their broader financial picture. Contact a Baird Financial Advisor to learn more about how changes to the tax code could impact your charitable giving or overall financial plans.
Baird does not provide tax or legal advice. Please consult your legal or tax professional for specific information.
With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.
What does 2022 have in store – and how should you plan for it? Our planning experts sat down with Strategas to discuss what to expect in the new year.