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Baird Wealth Strategies - Webinar Series

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Tax Planning Under the SECURE Act

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. In this session, Tim and Scott went through the key provisions of the Act, including the most recent IRS announcement, and reviewed ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

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Equity Compensation

Laurence Kluth, Equity Compensation Planning Manager, to talks about how you can provide meaningful advice by integrating these benefits with a broader wealth management plan.

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Year End Tax Planning

Year-end is always a time to think about tax and other planning strategies, but with Congress poised to enact a variety of changes, the window for some strategies may close sooner than expected. In this webinar as Baird’s Tax Strategists, Eric Wikstrom and Kelsey Clair discuss the latest on potential law changes.

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Medicare planning is discussed to help you as listeners be prepared to navigate Medicare in general, open enrollment, share common misconceptions and mistakes, and highlight opportunities for you to consider. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.

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Charitable Giving

No matter the stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.

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