The winter edition of John Baird Digest includes 4 key investment themes for 2024, tips on surviving #tax season and how to help your kids weather tough economic times. bit.ly/3QDf4Vc

Time to join Money with Katie again, this time to talk #tax savings - deductions, credits, dependents and all the other good stuff, plus a warning to use your common sense when you hear about a strategy that doesn't sound quite right... bit.ly/3u5aSEL

Grateful for another chance to talk taxes with Money with Katie, this time for business owners. Structuring your entity, allowable deductions, retirement contributions and more. bit.ly/3uicdZ9

Not so fast filing those tax returns. Congress may not be done finalizing the rules for 2023 yet. Who's hungry for more SALT?

The "checkbook IRA" is a real thing that can lead to real problems if the owner isn't careful. Writing that check means nothing until it's cashed. bit.ly/4bMCqQg

With most of the TCJA sunsetting in 2026, the clock is ticking on a significant wealth transfer opportunity. We explore the who, what and why in our latest video and article. bit.ly/3uFy0dr

Thanks to the Baird team in Sun City, AZ for having us speak to clients on the latest in planning...and then hitting a little spring training baseball afterwards!

Director of Advanced Planning Tim Steffen is quoted by AARP in their recent article “How to Calculate Capital Gains and Losses on Your Tax Return”. bit.ly/3TgvjZk

Thanks to the team at InvestmentNews for asking me back to write my column again! First one is now available - how to manage your #tax payments to pay as late as possible while avoiding a penalty. bit.ly/3TdOv8J

Thanks to the Michael Kitces team for asking me to do a little thing with them - and for the great SWAG box, too. Hopefully it’s something we can all “bond” over. Details coming soon…

Registration is now open for the April Baird Wealth Strategies webinar. Our team of experts will discuss wealth transfer topics such as the estate tax, family dynamics, charitable giving and more. April 17, 12-1 central. bit.ly/3YcIIAY

Now the details: Join me for the MichaelKitces Monthly Webinar April 16, 2-3:30 CT, as we discuss the #tax rules of bond investments. Premium, discount, de minimis, etc - we cover them all. CE credit, registration and pricing details are available below. bit.ly/3xlPa0z

You a protester or protest-sympathetic? Whether you are or are not, here is an empathetic discussion of the real issues, and it is both long for most people (we are talking 3,000 years of history here, maybe more, and this age of information bombardment has most of us valuing

The summer 2024 issue of Baird Digest is now out. It's our Election Showcase edition (with insights from Strategas and Michael Antonelli), along with a look at the importance of legacy planning. bit.ly/3Q9JZXf

Between the election & potential TCJA sunsetting, uncertainty & fear can easily set in. So this year-end, we're focusing on the tried & true: planning ideas that work in any environment - plus a couple of new things! bit.ly/3BQyvEJ

The Fall edition of Baird Digest is now available, and it's all about year-end planning. Great tips on giving strategies - both to charities and family members - plus Roth conversions, what sunsetting of the TCJA could mean and more. bit.ly/3UzxlnF

Pleased to share our Market, Policy and Planning Outlook for 2025. Experts from Strategas and Baird provide insights on what to expect in the coming year. #tax #stockmarket #retirement bit.ly/4hu6anm

So about the House tax proposal- Yes, some of this will change, but a lot will likely become law, too. Best to have a good handle on it now rather than playing catch up later. Tax planners, we've been waiting for this since 2017. Game on! bit.ly/42ZNJT3

Thanks to MichaelKitces & team for asking me back to host another webinar: Managing The Ripple Effect Of Capital Gains By Optimizing Tax Strategies. Earn 1.5 hours of CE for CFP, IWI and others. June 17, 3:00 ET. bit.ly/3TmiR9q

#SocialSecurity is facing real issues. They're fixable, but at a cost - and that cost gets bigger the longer Congress waits to address it.