Year-End Tax Planning

Event Date: November 2023

Year-end is always an opportune time to think about tax and other planning strategies. In this recording, Baird’s Senior Tax Strategist, Kelsey Clair, discusses what’s top-of-mind as it relates to advanced planning. Topics include:

• Legislative updates
• 2026 tax landscape
• Charitable giving ideas
• Roth conversions
• Other important year-end reminders

Consider checking out the Year-End Checklist from Baird Digest, including a downloadable PDF to help keep you on track as you close out the year.