Investors often wonder whether the market will rise or fall based on who is elected president. The data shows that capturing the long-term returns of…
Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril.
Surprise! Your stock loss is not deductible.
Beaird Harris has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.
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…
The IRS can and does seize property for past due tax bills.
Here are three tips to help your favorite charity while receiving a tax break.
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…
Make sure you understand the rules regarding the tax deductibility of summer activities and related daycare expenses.
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…
Tech standouts are drawing attention for their perceived sway on stocks, but history undercuts that view.
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