Team Updates
- We are proud to share that our team has been named a 2026 Forbes | SHOOK Research Best‑in‑State Wealth Management Team. This recognition reflects SHOOK Research’s independent evaluation of wealth management teams across the country, based on factors such as professional experience, industry best practices, and commitment to client service.
- We are pleased to introduce our new Senior Tax Strategist: Michael Burzynski, CPA.Mike brings a deep expertise in personalized tax strategies and a passion for helping clients make confident, informed financial decisions. With a strong background in comprehensive tax analysis and forward‑looking planning, they will be an invaluable resource in supporting our clients’ wealth‑building goals. We’re excited to welcome them to the team and look forward to the enhanced guidance they will provide.
Upcoming Holidays and Office Closures
- Monday, January 19th - Martin Luther King Jr Day
- Monday, February 16th - Presidents Day
- Friday, April 3rd - Good Friday
USPS Postmark Date Update: What to Know
The U.S. Postal Service has updated how postmark dates are applied to mail, which may affect time‑sensitive documents.
What changed:
Postmark dates now reflect the day mail is first processed at a USPS sorting facility, not necessarily the day it’s dropped off. Because some mail may take a day or more to reach a processing center, the postmark date can be later than expected.
Why it matters:
Items that rely on a postmark—such as tax returns, legal documents, rent payments, or ballots—could be considered late if processing occurs after a deadline.
What you can do:
- Mail important items earlier than usual
- Request a hand‑stamped postmark at a post office
- Use Certified or Registered Mail for proof of mailing
- Consider electronic filing when available
Taking these extra steps can help avoid delays and missed deadlines.
2025 Baird Tax Document Mailing Schedule:
- Find the2025 Baird Tax Document Mailing Scheduleoutlining key dates for when your tax forms will be available.
Client Focus - What Matters Now
- Your Planning Guide to 2026 Taxes: Every year, the IRS reviews key figures – like income tax brackets, retirement contribution limits and estate tax thresholds – and adjusts them as needed to account for inflation. For 2026, those updates come alongside additional changes stemming from the One Big Beautiful Bill Act (OBBBA), passed in the summer of 2025. Here is what you need to know, and how you can work with your advisor to stay prepared:
- 2026 Market and Policy Outlook: In the first part of Baird’s 2026 Outlook Series, Nicholas Bohnsack, President and Head of Portfolio Strategy at Strategas, a Baird company, talks through the firm’s outlook for 2026, highlighting emerging opportunities and signs of strength amid shifting market dynamics. Learn more here.
Current Market Research: STRATEGAS a Baird Company
- Market Strategy Weekly - Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishness is becoming a risk, and a few unloved areas worth a second look.
Check Out Our Website:The Hodge Williams Group
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
Baird does not provide tax or legal advice. Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BA