Video: Baird's Tim Steffen Discusses How Tax Reform Might Impact Investors

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discusses how proposed tax reform legislation could impact investors in 2018 with Christine Benz, Director of Financial Planning for Morningstar. While it’s too early to know what parts of the proposed legislation will pass, he also offers strategies for investors who want to plan ahead.  

Note: The House bill as drafted would not make changes to capital gains tax brackets. This bill sets the cap gain rates at specific dollar amounts, rather than tying them to the rate brackets as the code says today. We regret the error. 

Read more on the topic in this article, "Highlights of the Tax Reform Bill."



To discuss the implications for your investments and wealth management plans, contact your Baird Financial Advisor.

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