Making the most out of your money starts with recognizing all the ways taxes can impact your financial future. Whether you’re focused on your own retirement, a loved one’s education or the best way to pass on your wealth to your heirs, any sound, forward-looking plan to maximize your wealth needs to take into account taxes' bite.

Just as the rise and fall of interest rates can ripple throughout your investment and wealth management plans, so too can changes in tax policy. Your Baird Financial Advisor is trained and experienced in crafting wealth management strategies that plan for its impact, keeping you on track with your broader vision.

Your Baird Financial Advisor can help you anticipate the impact of taxes in all areas of your life.

LET'S TALK!

  • Middle-aged couple sitting at kitchen counter reviewing documents on a laptop.
    The new tax plan eliminated deductions I've come to rely on every year. What are my options?
  • Asian-American female cleaning up trash from forest floor.
    I want to make sure my charitable giving has maximum impact.
  • Man in suit, face unseen, sitting at table with hands folded.
    I'm willing to pay my fair share in taxes, but I don't want to pay more than I have to.
  • I'm not sure which education expenses are considered "qualified."

TAX INFORMATION CENTER

Tax Planning Insights

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High-Net-Worth Tax Moves for Right Now

The current environment – low taxes, low interest rates, new CARES Act regulations – adds up to several tax advantages for high-net-worth individuals.

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Tax Implications of a Biden Administration

The many tax proposals that have been floated by the Biden campaign range from overhauling the tax brackets to technical changes affecting real estate sales.

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Financial Planning Opportunities in a COVID-19 World

Despite broad market instability and low interest rates, there are several long-term planning opportunities that you can take advantage of now.

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Potential Tax Benefits of Charitable Giving

The 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers - but if you've traditionally deducted charitable gifts, you may have a new headache this tax season.

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Make the Most of Your Stock Compensation with an 83(b) Election

Stock options are always tricky from a tax standpoint. Here's one way to make them work for you.

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Maximizing Company Stock Compensation

Receiving shares of stock in the company you work for as part of your compensation is an excellent way to share in the success of the business, and can be very lucrative. But stock awards can be tricky to manage.

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