Baird’s Tim Steffen Offers Insights to The Wall Street Journal

Private Wealth Management

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discussed the impact new tax legislation will have on tax preparation and planning with The Wall Street Journal. 

“The biggest effect of this new law is certainty on major tax provisions, and we haven’t had that in a long time,” said Steffen in the article.

Read the full article on WSJ.com  

A subscription is required to read this article.

Related Links

United States Capitol building with an American flag in front
Charitable Giving
Education Funding
Retirement Planning
Tax Planning
The "One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

Keep Reading
Five people in discussion indoors; central figure in blue blazer speaks while holding papers.
Business & Executive Services
Tax Planning
Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

Keep Reading
A woman reviewing market graphs on a laptop
Planning Insights

Baird's perspective on the latest financial and private wealth management issues.

Learn More