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The biggest QCD question is whether it will be effective for a check not cashed by year’s end?December 18
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With the expenses no longer deductible, will clients ask for new planning options?September 27
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The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.May 4
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Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.April 13
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When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.March 9
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Financial planners report wide demand to learn how to exploit changes in the tax code.December 22
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The proposal includes changes in everything from the corporate tax rate to Obamacare.December 19
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The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.December 7
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Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.November 2
Director of Advanced PlanningBaird Private Wealth Management
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From health care expenses to taxes, how planners can help clients strategize.May 5
Director of PlanningLife Planning Partners
