How New Tax Legislation Impacts Investors

On December 22, 2017, President Trump signed into law a tax reform bill that fundamentally changes U.S. tax code. Tim Steffen, Baird’s Director of Advanced Planning, looks at the details of the tax reform legislation and how it could impact investors in 2018 and beyond.

Be sure to bookmark this page for Tim Steffen’s latest insights into tax legislation and its impact on your financial plans.

Charitable Giving Strategies After Tax Reform

While the Tax Cuts and Jobs Act eliminated many of the deductions taxpayers have come to rely on, there are still ways to maximize the tax efficiency of your charitable gifts.

To discuss how tax reform legislation could impact your investments and wealth management plans, contact your Baird Financial Advisor.

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