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Wealth Strategies Webinar Series

Wealth Strategies Webinar Series

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.  

Check back for details on our 2023 Seminars



More details to come

November Webinar

Year-end tax planning


This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November.  It also includes a variety of planning strategies for clients as they consider ways to manage their tax liability at year-end.

WATCH THE RECORDING






About the Speaker

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.