This tax planning guide was developed to help you think through opportunities and other considerations for you and your family during the remainder of 2024 and into 2025. The guide will help you evaluate and optimize the tax impact of changing market conditions and new policy developments. For additional tax planning guidance and insights, see:
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The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies to adapt to these changes.
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies to adapt to these changes.
Join us for an insightful session on women in wealth and the pivotal role women play in the family office and wealth management space. This panel will explore the unique perspectives women bring to the industry, while addressing their challenges and opportunities for growth.
Best Financial Practices for College Students
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For young adults, heading off to college often represents a major transition into adulthood and independence. One aspect of this transition is understanding the importance of financial well-being. By knowing the basics of personal finances and creating clear goals, students can set themselves up to succeed during and after their college years. Here are some tips—including building a credit history and organizing estate planning and other essential documents—for college students to consider.
Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
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At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questions, and perspectives to prepare for the generational transition—including how to talk with your heirs about their inheritance.
Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
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At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questions, and perspectives to prepare for the generational transition—including how to talk with your heirs about their inheritance.
2024 Year-End Tax Planning Guide
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In today’s evolving U.S. and global tax environment, the tax implications of business decisions are not always intuitive. Integrating tax considerations throughout the decision-making process can help businesses unlock potential tax savings and efficiencies as well as identify and mitigate tax risks. Whether shifting supply chains, pursuing mergers and acquisitions, implementing sustainability initiatives, or adjusting workforce strategy—embracing a total tax mindset while modeling the tax impact of these decisions can lead to better outcomes that add value to your organization.
Ten Minute Interview: Income and Estate Tax Planning
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If you’re considering a sale of a business, listen in on this 10-minute interview for some valuable potential tax-savings strategies. Attorneys Jason Kohout and Stephanie Derks also discuss income and estate tax planning opportunities, especially for business owners who are in a high income tax state.
FOX Public Webcast: 2024 State of the Ultra-Wealth Business: The Rise of the Family Wealth Advisor
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We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients. During this webcast we will check in on the health of the Ultra-Wealth business and family wealth trends based on our 2024 research. We will offer our perspectives on these topics and how the Family Wealth Advisor role is evolving in concert with the growing needs of serving families.