Podcast: Tim Steffen Shares 2024 Tax Strategies with Morningstar
Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discusses smart tax and planning strategies, and what investors can expect in 2024 on Morningstar’s The Long View podcast. He also shares his insights on the potential for significant changes in 2026 and how to start planning for those.
