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With Reform Looming, Look at These Year-End Tax To-Do's

There is plenty of uncertainty about the tax code, but considering these strategies before the end of the year is worth your time, says Baird's Tim Steffen.

With Reform Looming, Look at These Year-End Tax To-Do's

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. It's November, and that means that investors have fewer than two months to make any changes that would affect their 2017 tax bills. Joining me to share some tips on that front is Tim Steffen. He is director of advanced planning for Baird Private Wealth Management.

Tim, thank you so much for being here.

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