There is a 2020 IRS private letter ruling that offers an alternative solution to this tax issue.
Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.
The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals. When you develop a deeper understanding of public markets, you…
Beaird Harris recognized among the 17 best accountants in Dallas.
Understanding how our tax system works can be tricky for anyone.
Investors may wonder whether stock returns will suffer if inflation keeps rising. History shows that stocks tend to outpace inflation over time.
What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of…
One of the most important considerations in an estate plan is who will take care of your children if something happens to you and your…
Here are some tips to make the most of your vehicle expense deduction.
Recent proposals out of Washington D.C. would give the IRS up to $80 billion for auditing upper-income taxpayers. And when you consider households with income…
The first advance payment from the newly expanded child tax credit was recently sent out by the IRS. Payments are scheduled to be made on…
Beaird Harris has made a donation to the CFP Board Center for Financial Planning (“the Center”) to create a more diverse and sustainable financial planning…
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