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
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.
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.
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.
