Podcast Interview: Steffen discusses upcoming tax season with Bloomberg Finance

Tim Steffen, Director of Advanced Planning, spoke with John Tucker and Peggy Collins on this week’s edition of Bloomberg Finance about the upcoming tax season.

Listen here (20:02 – 30:38).


While Baird does not offer tax or legal advice, our Financial Advisors regularly work with clients’ attorneys and tax professionals to help ensure that all phases of wealth management are addressed.