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Denise Johnston

Estate Taxes: What EVERYONE Should Know

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril. Why? Because

Carla Medrano

Understanding Tax Terms: Wash Sales

You may be considering booking stock losses due to recent market drops in order to save on your bill from Uncle Sam. Selling losers can

Carla Medrano

Tax Surprises for the Newly Retired

You’ve got it all planned out. Your retirement savings accounts are full, you have started receiving Social Security benefits and your pension is ready to

Ron Skalberg

Don’t Ignore That Letter From the IRS

The IRS has shown some benevolence during the COVID-19 pandemic, extending deadlines and allowing more time to comply with information requests. The end to this

Kristy Carlton

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

Ron Skalberg

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

Jimmy Zimmerman

No Better Time to Deploy Your Donor Advised Fund

Beaird Harris clients include individuals and families, businesses and healthcare professionals. Many of the individuals and families we work with prioritize charitable giving. One of

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