Beyond the Blazer
The key to longevity is having a philosophy that goes more than skin deep. Our principles are simple yet profound: Positive. Productive. Proactive.
See how our energy, work ethic, and ability to look ahead ensures we deliver the best for our clients.
To see more, follow our facebook page: The Vander Leest & Wenzel Group
2025 Market, Policy, and Planning Outlook
Every year comes with opportunities to make the most of your wealth plan, and 2025 is no exception.
Baird Wealth Planning experts outline the key planning moves to consider for the year to come.
Read the article by clicking the link and watch the videos below!
Three Tax Themes for 2025
One of President Trump’s key policy priorities is to extend nearly all of the tax cut provisions included in the 2017 Tax Cuts and Jobs Act.
This article explores three key tax themes to expect for 2025.
Tax Return Reminder
One of the services provided to you as a client of The Vander Leest & Wenzel Group is a Tax Return Review. While Baird does not prepare tax returns or offer tax or legal advice, our team can review your tax return and ensure the decisions we make together are as proactive and tax efficient as possible.
Simply complete your tax return as you normally would and send us a copy for review - and we will take care of the rest. Here are options to choose from when sending your return:
1. Upload your files securely via Baird Online's Document Exchange.
You can find Document Exchange under the Document's tab.
2. Mail a copy to our office using the return envelope included with the letter you received.
3. Send a copy to us or your advisor via Secure Email.
Please reach out to us to begin a Secure Email exchange. Please do not attach your file to a regular email and send unsecure.
4. Drop off a copy at our office any time during our regular business hours.