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Wealth Strategies Webinar Series 

Baird Wealth Strategies offers live education and insights on timely wealth management topics. Past webinar topics are posted below to view at your leisure. Please note dates, times and topics are subject to change. 

Planning Moves to Consider Before Year-End

Planning Moves to Consider Before Year-End 

As the end of the year approaches, now is the time to revisit key decisions that could have an impact on your taxes, investments and long-term planning goals.

Join us for October's Wealth Strategies webinar, where our experts will discuss timely year-end planning opportunities and considerations. 

During this webinar, we will: 

  • Identify key strategies for effective 2026 year-end income tax planning
  • Evaluate how OBBBA provisions and phaseouts affect year-end planning decisions
  • Discuss key actions to review before entering 2027


Event Details:
Wednesday, October 21, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

About the Speakers

Kelsey Clair, CPA, CPWA®, joined Baird in 2020 and is currently a Senior Tax Strategist. 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. 

Mike Burzynski, CPA, joined Baird in 2021 and is currently a Senior Tax Strategist. 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.

Access more Wealth Strategies recordings