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Cheap tickets, expensive beer: Lighting Round with tax expert Tim Steffen

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Recent tax law changes have impacted advisors as well as their clients. For one, planners who run their own firms must contend with the loss of certain deductions, including entertainment expenses. Baird's director of advanced planning, Tim Steffen, has a strategy that can help.

Steffen also highlights which clients might want to avoid using donor advised funds for their philanthropy, and he shares why "The Cubs Way" is his favorite book.