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Tax Planning

Simple steps to help ensure you’re not leaving money on the table with your taxes.

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.

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Tax Information for Baird Accounts Recent and Proposed Tax Code Changes Tax Jargon Tax Facts 2023 Tax Facts 2024
  • 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.
  • Faceless man, 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.
  • Young woman writing in notebook wearing an over-sized orange sweater.
    I'm not sure which education expenses are considered "qualified."

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While it might not turn lemons into lemonade, tax-loss harvesting can help you make the most of some poor market performers.

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With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries – while you’re still here to see them enjoy it.

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