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Insights & Resources

Turbo Tax Instructions Thumbnail

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®.

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Active vs. Passive Money Management Thumbnail

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.

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Wealth Management Careers Thumbnail

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.

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Bunching Tax Deducations Thumbnail

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.

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CVS Files Thumbnail

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.

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