2024-25 Annual Tax Planning Guide For Individuals And Families
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
Matt Skinner, CPA | Advisory Services Manager
Matt Skinner joined Beaird Harris in 2018 as part of our Accounting Services Team and now leads our Advisory Services Team, assisting business clients with financial reporting, budgeting, and management. Prior to joining Beaird Harris, Matt began his career in public accounting before working in the retail sector for a nationwide retailer and later for private equity investing in hospitality, medical, and dental.
He is also a member of the Texas Society of CPAs and the American Institute of Certified Public Accountants, and serves on the Firm’s Technology Committee and on Gusto’s CPA Advisory Council.
Matt graduated from the University of North Texas with a Bachelor of Arts (B.A.) in Sociology and Bachelor of Business Administration (B.B.A.) in Accounting before becoming a CPA.
About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.
Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.
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A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
A U.S. federal tax planning guide for businesses for tax year 2024, including M&A tax planning and ASC 740 tax planning strategies.
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