Turbo Tax Instructions
As a Baird client, you may import your Baird Tax Statement (e.g. Forms 1099-DIV, -INT, -B, -MISC, -OID), REMIC/WHFIT Tax Statement (e.g., 1099-INT, -OID) and Form 1099-R (for Retirement Accounts) into TurboTax®.
Active vs. Passive Money Management
Proponents of active and passive investment management styles have made exhaustive and valid arguments for and against both approaches. Each has its merits and inherent drawbacks, and this paper will not endorse one style over the other. Rather, our goal is to define the characteristics of each approach in an effort to help you determine which best suits your needs and preferences.
Wealth Management Careers
Baird provides a variety of rewarding opportunities for students, recent graduates and experienced professionals. We are always on the quest to find the best talent to join and grow with the firm.
Bunching Tax Deducations
Bunching expenses, particularly charitable gifts, in one year rather than over multiple can provide added tax benefits, especially after the latest tax law changes. And combining that plan with a donor-advised fund can compound the tax savings.
eDelivery
Baird eDelivery FAQs
The Lifecycle of Risk Management
Despite years of effort, these best-laid plans can be undermined at key points throughout a lifetime. Risks to wealth can include death, disability or even the need to step back from work to care for an aging parent.
Ten Mistakes that can Undermine Your Retirement Plan
Even with the best laid plans, retirement savings can be decimated by the loss of a job, divorce or death, but just as much damage can be done by more subtle mistakes.
Protecting Yourself from Identity Theft
With incidents of computer hacks and identity theft on the rise, consumers need to be aware that the act of shopping – either online or in person – can put their financial security at risk.
Impact of US Tax Reform on M&A
Baird's Initial Thoughts on Implications for Corporate, Cross-Border, and Financial Sponsor Deal Activity
CVS Files
As a Baird Client, you (and your tax preparer) may download your Baird Tax Statement (e.g., Forms 1099-DIV, -INT, -B, -MISC and -OID) directly into a CSV (comma-separated values) file.
Protecting Your Family in the Information Age
FBI Special Agent Jeff Lanza outlines tips and tricks to protect you and your family from technology threats.
