Managing Taxes
Managing Taxes Financial decisions today can have tax consequences that affect your lifestyle for years into the future, and ultimately determine how much of your wealth can be transferred to people and causes you care about after you’re gone. That’s why it’s important to get expert advice to help you manage your taxes, whether you are still earning income or transitioning into retirement.

Baird’s Financial Advisors understand that every client’s situation is unique. We get to know you and your family. We work to understand your values and your long-term financial goals, and we’re able to apply our experience and extensive resources to help you and your other professional advisors establish the right path forward.

Moving Parts Require Large View
The greater your wealth, the more moving parts there are in your tax situation. Investment decisions may have implications for income taxes, capital gains taxes and estate and gift taxes – both in the short term and far into the future. Tax considerations can affect your spouse and your children, and can constrain your options for investments, bequests and charitable giving.

Most significant financial activities – charitable giving, funding higher education, the use of deferred compensation programs, retirement saving, exercising stock options or selling a business – have significant tax implications that should be considered in financial planning.

Given all the variables, it takes a broad array of deep expertise to set the right course. That’s why our clients value Baird’s team approach. Our Financial Advisors draw not only on their own experience and understanding of their clients, but also on the pooled acumen of many highly knowledgeable professionals within Baird. Baird’s experts in tax policy, estate planning, insurance and charitable gifting – along with institutional experience in the special issues faced by business owners and corporate executives – help create a comprehensive plan to address your specific needs.

Exploring Your Options
With a clear understanding of your priorities and technical knowledge of myriad options, your Financial Advisor can illustrate the tax implications of many strategies built on a number of available tools. You can manage long-term capital gains and losses for optimum income tax efficiency. Your advisor may suggest establishing one or more trusts to preserve estate tax exemptions and avoid probate. And you may be able to structure charitable gifts in a way that reduces tax liability while benefiting your heirs and helping causes you care about.

Baird Financial Advisors have years of experience working with these techniques to form comprehensive financial plans designed to minimize clients’ tax liabilities.

While Baird does not provide tax advice, we do work with your legal and tax advisors to implement strategies that are right for you. We manage our clients’ wealth with a full understanding of tax issues, and the tools to effectively gain tax efficiencies wherever they may exist.
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