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.
Standing, Left to Right: Denise Johnston, Ameerah Morsy, Deanne Wilson, Genny Cordell, Kristen Jones
Seated, Left to Right: Carla Medrano, Ginnie Baker, Paula Allgood, Kristy Carlton
Photo by: Lisa Means
Paula Allgood, profiled alongside all the female Partners at Beaird Harris, is celebrated as a ‘Woman of Influence’ in the September 2023 issue of D Magazine.
This accolade underscores Paula’s career trajectory, from her initial days as an Intern to her current position as Managing Partner of the firm’s public accounting practice, as well as her team’s dedication to helping clients experience a holistic approach to tax and wealth management.
“The D Magazine profile was a special opportunity to celebrate all our amazing female partners,” said Paula Allgood. “We truly have a special team who are dedicated to serving our clients with integrity and a personal touch. I am blessed to be a part of this incredible group!”
Read the D Magazine profile.
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, business advisory, wealth management, and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
Contact:
Clint Dunn, CFP®, IACCP®
Media Contact
ClintD@bh-co.com
(972) 503-1040
Beaird Harris had no influence on the selection methodology; however, did pay a fee to appear in the Woman of Influence section of D Magazine. Rankings and/or recognition by unaffiliated organizations, rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris is engaged, or continues to be engaged, to provide services, nor should it be construed as a current or past endorsement of Beaird Harris by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris’ written disclosure statement discussing advisory services and fees is available here.
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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