Tax and Wealth Transfer Planning in an Uncertain Time

Baird experts Kelsey Clair, Tax Strategist and Gail Freeman, Sr. Estate Planner

Abstract orange background with the words 'Baird Wealth Strategies' in a blue bar

Please view on PC or Laptop. Click image below to open recording and scroll to click the play button just below the video window.

Password Required: Baird1919

The upcoming election brings greater uncertainty over the future of income tax and wealth transfer tax systems. Baird experts Kelsey Clair, Tax Strategist and Gail Freeman, Sr. Estate Planner, discussed year end planning strategies that you may want to consider implementing regardless of any future tax law changes, as well as to understand how future tax law changes could impact planning in 2020.