Deborah Barnes, CPA
Financial Advisor
PHONE: 813-273-8238
E-MAIL: dbarnes@rwbaird.com
TOLL-FREE: 800-444-4391
FAX: 813-273-8278
ADDRESS: 201 North Franklin Street, Suite 3000, Tampa, FL 33602
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: Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts
Date: 6/17/2020 12:00 PM
At Baird, we understand that every client’s comprehensive financial plan is unique and is aided by guidance from not only us as Financial Advisors, but by professionals across the advanced planning industry.
Designed for tax and estate planning professionals, join us for a discussion on the wealth transfer and tax planning considerations now available with the recent passages of the CARES Act and SECURE Act.
Cory Colvin, Baird’s Director of PWM Growth Strategy – Market Director, will moderate a discussion with Kelsey Clair, Baird’s Tax Strategist, and Laura Ames, Baird’s Sr. Estate Planner, as they take a deep dive into these legislative changes and the impact these new rules can have on our client’s financial plan during their lifetime and their wealth transfer plan at death.
Tax and estate planning professionals will learn how to partner with Baird’s Financial Advisors to deliver a coordinated wealth management experience to our clients.
See more Baird Wealth Strategies discussions.
* Dates, times and topics are subject to change
