Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts

Designed for tax and estate planning professionals, this discussion focused on the wealth transfer and tax planning considerations now available with the recent passages of the CARES Act and SECURE Act.

Cory Colvin, Baird’s Director of PWM Growth Strategy – Market Director, moderated a discussion with Kelsey Clair, Baird’s Tax Strategist, and Laura Ames, Baird’s Sr. Estate Planner, as they took a deep dive into these legislative changes and the impact these new rules can have on a client’s financial plan during their lifetime and their wealth transfer plan at death.

Tax and estate planning professionals will learn how to partner with Baird’s Financial Advisors to deliver a coordinated wealth management experience to our clients.