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Hilliard Lyons. A Baird Company

Hilliard Lyons Tax Reporting

If you were a Hilliard Lyons client before transitioning to Baird, you will likely receive multiple 2019 tax statements. Hilliard Lyons will send tax statements for tax-related account activity throughout 2019, and Baird will send tax statements for tax-related account activity from October 19, 2019, through December 31, 2019. You may also receive a tax statement for other investments not held at Hilliard Lyons or Baird.

For statement wave mailing dates or other tax-related information, please visit bairdwealth.com/taxes.

A Powerful Partnership

The combination of Hilliard Lyons and Baird puts a wealth of financial expertise, broad business capabilities and global market perspective to work for clients like you.

Discover Baird's Global Capabilities

*No. 1 in the nation based on number of issues according to Ipreo MuniAnalytics

New Name, Same Values

Hilliard Lyons’ decision to join Baird was made much easier by the commonalities in our cultures and philosophies. We all believe integrity is irreplaceable, clients come first and that our business is ultimately about improving lives. That’s why we’re committed to giving back in the communities we share with clients and neighbors like you.

Experience Baird's CultureLearn About Baird in the Community

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Imagine Where We Can Go Together

If you have any questions about this exciting new partnership and what it means for you, email us directly or speak with your Hilliard Lyons advisor.