Baird Wealth Strategies

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.

Please note dates, times and topics are subject to change.

Upcoming Events


Past Events

Topic: Year End Tax Planning

Date: 11/17/2021 12:00 PM

Year-end is always a time to think about tax and other planning strategies, but with Congress poised to enact a variety of changes, the window for some strategies may close sooner than expected. Baird’s Tax Strategists, Eric Wikstrom and Kelsey Clair discuss the latest on potential law changes.

View the Webinar Recording 

About the Speakers:

Eric Wikstrom joined Baird in 2021 as a Tax Strategist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his career in tax, investment and corporate finance capacities, Eric helped develop and structure sophisticated financial solutions to meet the unique goals of individuals and institutions. Eric graduated from the University of Washington with a Bachelor of Arts degree in Business Administration and also holds a Masters of Science in Taxation from Golden Gate University in San Francisco, CA.  He also holds CPA and CFP® designations as well as a Life Insurance and Disability license in the State of Washington.

 

Kelsey Clair joined Baird in 2020. Kelsey is currently the Tax Strategist for Baird’s Private Wealth Management Group. Prior to joining Baird in 2020, Kelsey was responsible for providing tax compliance and tax planning services to high net worth individuals and privately held businesses at Dixon Hughes Goodman, LLP. Kelsey graduated from the University of South Carolina with both a Bachelor’s and Master’s Degree in Accountancy with a focus in taxation. Kelsey is a Certified Public Accountant with the North Carolina State Board of Certified Public Accountant Examiners as well as the Virginia Board of Accountancy.  

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change

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