Wealth Strategies
Upcoming Webinar: Year End Tax Planning
Wednesday, November 9, 2022
Noon – 1 p.m. (CT)
This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November. It also includes a variety of planning strategies for clients as they consider ways to manage their tax liability at year-end.
Register for the Webinar
Password: BWS123
Registration Information and Past Event Videos
| Sep 15, 2021 | Current Charitable Giving Landscape in the United States |
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| Aug 18, 2021 | Social Security 101 |
| Jun 16, 2021 | What You Need to Know About the Proposed Tax Law Changes |
| May 19, 2021 | Education Planning |
| Apr 21, 2021 | Business Owner Solutions – Transitioning a Business |
| Mar 18, 2021 | The Economy and Your Financial Wellness |
| Feb 17, 2021 | Exploring BairdOnline and 360 Wealth with Tech Solutions |
| Jan 21, 2021 | 2021 Market Outlook |
| Nov 18, 2020 | Medicare Enrollment: The Good, The Bad & The Ugly |
| Oct 21, 2020 | Tax and Wealth Transfer Planning in an Uncertain Time |
| Sep 17, 2020 | Planning for Families of Children with Special Needs |
| Jul 15, 2020 | Baird Technology Update |