Webinar: Year-End Planning Strategies

Year-End Planning Strategies

Year-end is always an opportune time to think about tax and other planning strategies. In this webinar Baird’s Director of Advanced Planning, Tim Steffen, discusses what’s top of mind as it relates to advanced planning. Topics covered include:

• 2024 tax & legislative updates
• 2026 tax landscape
• Charitable giving ideas
• Roth conversions
• Managing tax payments
• Other important year-end reminders

Wednesday, November 20, 2024
Noon – 1 p.m. (CT)