Posts Archive - Page 12 of 171

Beaird Harris Named to 2020 Financial Times 300 Top Registered Investment Advisers

Beaird Harris has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

Beaird Harris July 30, 2020

Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

Carla Medrano July 29, 2020

Think Before Tapping 401(k) as Emergency Fund

While it is an option, retirement plan withdrawals are not always the best choice. Think through all scenarios before withdrawing from retirement funds to cover…

Ameerah Morsy July 14, 2020

Don’t Ignore That Letter From the IRS

The IRS can and does seize property for past due tax bills.

Ron Skalberg July 9, 2020

Help Your Favorite Charity With These New Tax Breaks

Here are three tips to help your favorite charity while receiving a tax break.

Nathan Biggs July 7, 2020

Financial Questions to Ask Mom and Dad

Many Americans have been focused on their own finances over the past several months. But don’t neglect helping those closest to you with their finances…

Kristy Carlton July 6, 2020

Deducting Summer Activity Expenses – Don’t Forget to Save Your Receipts

Make sure you understand the rules regarding the tax deductibility of summer activities and related daycare expenses.

Carla Medrano July 1, 2020

Matt Skinner Joins Gusto’s CPA Advisory Council

As many of you know, we work very closely with Gusto to serve our clients’ payroll needs and are excited to announce that Matt Skinner…

Beaird Harris June 22, 2020

Large and In Charge? Giant Firms atop Market Is Nothing New.

Tech standouts are drawing attention for their perceived sway on stocks, but history undercuts that view.

Tra Sullivan June 17, 2020

Review IRA Beneficiaries Now

Lost in the media storm during the coronavirus pandemic is a law change enacted in late 2019 that eliminates an IRA withdrawal technique known as…

Ron Skalberg June 17, 2020

No Better Time to Deploy Your Donor Advised Fund

The recently passed CARES Act by Congress temporarily increased the deductibility limits for charitable contributions to encourage the support of many great non-profit organizations across…

Jimmy Zimmerman June 15, 2020

Why Value?

In a recent webcast, Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly spoke on the performance of value stocks relative to growth stocks, addressing the…

Beaird Harris June 10, 2020

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