Older African-American couple looking over documents at their kitchen table.

Planning in the Age of COVID-19

The coronavirus pandemic has attacked our financial well-being as well as our health. The Summer issue of Digest can help you make financial decisions to protect yourself both now and in the long term, take advantage of planning provisions from the CARES Act, and hear from the economic experts at Strategas on what's in store for the recovery.

Calendar Icon Planning Calendar


  • As of this writing, 2019 tax returns and 2020 first- and second-quarter estimated tax payments are due. If you are unable to file by the July 15 deadline, you can request an extension.


  • As of writing this, last day employers with calendar-year retirement plans can file Form 5500.


  • 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 2020.


  • National 401(k) Day is the first Friday after Labor Day – consider taking this time to review your retirement savings plans.


  • Third-quarter estimated income tax payments are due.

For the latest information about your tax statements and important deadlines, visit bairdwealth.com/taxes.

Portraits of Fred Kasten (left) and Paul Purcell (right)

In Memoriam

Remembering two of Baird's most respected leaders, G. Fred Kasten and Paul Purcell.

Portrait of Mike Schroeder

Letter From Mike Schroeder

Reflecting on Baird's response to the pandemic and social unrest.

African-American male, holding smartphone, looks out past open window.

Planning for the Future

Long-term tax and estate strategies that can help you weather the pandemic.

African-American woman looking over documents at kitchen table.

Taking Advantage of the SECURE Act

New strategies you can use to boost your retirement.

Car driving down winding road admist giant evergreen trees.

The Road Out of Uncharted Territory

The economic experts at Strategas on what to expect from the recovery.

Portrait of a Baird Associte during a Baird Gives Back event

Going Green

New ways in which Baird is becoming more environmentally sensitive – and you can too.

Hands, sleeved in surgical gloves, clasped.

Did You Know?

How a Baird Capital portfolio company is contributing to the end of the COVID-19 pandemic.