Tax Strategies for Your Trust and Estate
There are many legal reasons why you would want to create a trust, including to avoid the probate process and setting rules for how you…
Ron Skalberg
April 1, 2022
There are many legal reasons why you would want to create a trust, including to avoid the probate process and setting rules for how you…
Key Takeaways Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in the global markets. The…
Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Chase Perry, CFP® was recognized in the February…
With tax season upon us, fraud attempts are greatly increasing. It’s being reported, and we suspect will continue, that taxpayers are receiving emails and text…
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised to find…
Improving cash flow is always a worthwhile but sometimes nebulous goal for a small business. One way to better define this goal is to divide…
Keeping meeting minutes has traditionally been thought of as something that only corporations and big businesses need to worry about. But even if your business…
You probably take your car in for regular tune-ups, but what about your estate plan? All too often, people develop an estate plan and then…
The Consolidated Appropriations Act, 2021 is a spending bill for the COVID-19 pandemic that is making impactful changes on the deductibility of business meals. Any…
Dallas-based Registered Investment Advisor expands ownership team of Beaird Harris Wealth Management. Beaird Harris Wealth Management, LLC (“Beaird Harris”), a nationally recognized, fee-only Registered Investment…
This week, President Biden signed into law the Infrastructure Investment and Jobs Act. The $1.2 trillion bill provides over $500 billion in new spending for…
One benefit of owning your own business is being able to borrow money from it. But it’s critical that you properly borrow the money, or…
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