Baird Offers Perspective on Tax Reform Proposal

On Sept. 27, 2017, President Trump released an outline of his plans to reform individual and corporate tax rates, a proposal that could have a significant impact on Private Wealth Management clients and institutional investors. While there are many unknowns, Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Advanced Planning for Baird's Private Wealth Management Group, shares some perspective in his latest white paper on the framework with includes proposed cuts to business and personal tax rates, as well as changes to itemized deductions. 

Follow him on Twitter @TimSteffenCPA.