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.

Financial Planning in a Changing Tax Environment

Tim Steffen presents a comprehensive look at how the new tax reform legislation affects all areas of financial planning. Updated: May 11, 2018

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

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