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Baird Wealth Strategies - Webinar Series

Tax Planning Under the SECURE Act Thumbnail

Tax Planning Under the SECURE Act

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. This session will go through the key provisions of the Act, including the most recent IRS announcement, and review ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

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Equity Compensation Thumbnail

Equity Compensation

Baird’s Equity Compensation Planning Manager, Laurence Kluth, discusses equity compensation, what the benefits mean to you and how you can maximize their value based on your unique situation.

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