Event Date: November 2023
Year-end is always an opportune time to think about tax and other planning strategies. In this recording, Baird’s Senior Tax Strategist, Kelsey Clair, discusses what’s top-of-mind as it relates to advanced planning. Topics include:
Consider checking out the Year-End Checklist from Baird Digest, including a downloadable PDF to help keep you on track as you close out the year.