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Tim Steffen

Director of advanced planning for Baird, researcher, writer, and speaker about planning and tax matters including retirement planning, executive compensation, legislative changes, and overall best practices.

Top 3 podcasts with Tim Steffen

Ranked by the Snipd community
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Jan 29, 2024 • 25min

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed

In this episode, Katie and Henah are joined by Tim Steffen, CPA & CFP of Baird Wealth, to discuss tax write-offs for businesses, the benefits of forming an LLC, and the differences between sole proprietor and S-Corp tax statuses. They also explore income decisions, investing for financial growth, tax deductions for using a personal vehicle for business purposes, and compare the advantages of a solo 401k and a SEP IRA for self-employed individuals.
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Jan 15, 2024 • 24min

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business

Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, joins the Rich Girl Roundtable to discuss tax deductions for non-business owners. Topics include strategic spending, tax implications of medical expenses and childcare, deductions for remote employees, and the difference between filing taxes jointly and separately for married couples.
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Jan 1, 2024 • 25min

Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)

Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, joins the Rich Girl Roundup to discuss whether you should move to a CPA. They cover when to hire a CPA, finding the right one, and understanding fees. Topics include transitioning from TurboTax, hiring a CPA for tax preparation, finding a CPA for your financial needs, and the importance of a CPA for complex taxes.

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