Turn Today’s Tax Return Into Tomorrow’s Opportunities
Smarter tax planning starts with a Baird Financial Advisor.
Tax season may come once a year, but the decisions that shape your tax bill happen all year long.
Coordinating your tax strategy over multiple years helps ensure your investments, income shifts and personal milestones work together in the most efficient way possible. While Baird does not prepare tax returns, sharing your final return with a Baird Financial Advisor is a simple and yet significant first step toward discovering opportunities to strengthen your financial plan and minimize avoidable taxes.
See why year‑round tax planning matters — and why access to cutting-edge software and tax experts can make all the difference.
Taxes need to be thought of throughout the course of the year before you realize it’s too late and you’ve let an opportunity pass you by.
Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Advanced Planning
Stay Informed, Plan Smarter
Learn from our experts on how changing rules, shifting markets and personal milestones can shape your tax outlook.
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Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?
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Make your tax burden less of a burden.
Take a step towards confidence &em; both this year and into the next. If you're ready to explore strategies to support a multi-year tax plan, reach out to a Baird Financial Advisor team today.
The Wealth Management Experience at Baird
Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action.