Managing Taxes
Your financial decisions often have tax implications. Some may impact the amount of capital gains tax you owe at the end a year, while others could have a significant impact on your future plans. That’s why it’s important that your wealth management plans take taxes into account.

While Baird does not provide tax advice, we can partner with your trusted legal and tax advisors to implement strategies designed specifically to maximize the tax efficiency of your investments and plans.

Deep, Accessible Expertise

Through your Baird Financial Advisor, you have access to deep tax expertise, including a former IRS audit attorney who specializes in complex situations. We can address your concerns in the areas of:

  • Capital gains 
  • Charitable giving 
  • Funding higher education 
  • Trust and estate planning 
  • Retirement savings 
  • Deferred compensation programs 
  • Executive stock options 
  • Selling a business

Invaluable Insights
Baird’s experts frequently publish materials analyzing the implications of new or proposed tax policy as well as strategic planning tips. At right you can find links to our latest whitepapers on the subject.
Tax Deal

Read about specific implications for the estate and gift tax here.

  Contact a Baird Financial Advisor 

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