Image Caption

Tax Reform Myths and Realities

How will the passage of the Tax Cuts and Jobs Act affect your tax prep going forward? Tim Steffen, Baird's Director of Advanced Planning, debunks five common tax reform myths and misconceptions.

Calendar Icon Planning Calendar

  • Owners of traditional and Roth IRAs will receive Form 5498, documenting the account's value and any contributions, rollovers, conversions or recharacterizations for 2017.
MAY 29
  • Celebrate 529 College Savings Day by reviewing your education savings plans.
  • Second-quarter estimated income tax payments are due.
  • The Free Application for Federal Student Aid for the 2017–2018 school year must be submitted by midnight CST. Individual state applications may be due before the federal deadline and do not replace filling out the FAFSA.
  • Evaluating your 2018 tax liability at the year's midpoint can ensure you're on pace to avoid underpayment penalties.
  • Put any year-end tax plans in motion. Reach out to your Financial Advisor and tax professional to start talking about steps you may be able to take to lower your tax bill for 2018.
  • Third-quarter estimated income tax payments are due.

Letter From Mike Schroeder

Giving back to the community is an important component of Baird's culture.

How Tax Reform Impacts Charitable Giving

Two tax strategies for those who are inclined toward philanthropy.

College Savings Strategies

Frequently asked questions on how – and how much – to save for college.

Smoothing a Rocky Road

Investors looking to understand today's market volatility can turn to 2017 for guidance.