Private Wealth Management
Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, sat down with Morningstar to discuss year-end charitable giving and the new tax laws that might change traditional giving plans.
Tim recently shared other year-end giving strategies with CNBC.com – read the article here.
To discuss the implications for your investments and wealth management plans, contact your Baird Financial Advisor.
Not a Baird client? Find a Baird Financial Advisor.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.