Baird and Beyond
Watch our new video series to see how our Group goes beyond what has been done before to get to know you, grow with you, and plan for the long term.
To see more, follow our Facebook page: The Vander Leest & Wenzel Group
Baird Insights
Making the Most of Your Charitable Donations
When you’re thinking about making charitable donations, the easiest thing to do is write a check to the charity of your choice. But that might not be the most efficient way to give.
For a more tax-advantaged strategy, read this article for some choices to consider.
Your Planning Guide to 2025 Taxes
The IRS recently released its inflation adjustments for 2025 related to personal income tax, retirement contributions, estate taxes, and Social Security benefits.
While these changes won’t affect the tax return you’ll be filing in a few months, they will be helpful as you start planning for the year to come.
Year-End Planning Strategies
Year-end is always an opportune time to think about tax and other planning strategies. In this webinar Baird’s Director of Advanced Planning
and Tax Strategist, Eric Wikstrom, discuss what’s top of mind as it relates to advanced planning.
Outside of the Office
Patty's daughter, Paige, performed in a Pre-Thanksgiving showing of the Beauty and the Beast at Theatre Cedar Rapids!
Beth and her family on Thanksgiving!
Josh’s youngest child is growing up quickly and may be too big for the car at the Christmas tree farm.
The Mills family really enjoys the tradition of cutting a live tree Thanksgiving weekend!
Craig and his son, Ben, at the Iowa State vs. Kansas State game Thanksgiving weekend!
Kaylee and Tyler got engaged over the holiday weekend! Congratulations!
