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…
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.
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…
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…
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…
Often a tax surprise occurs when selling your home. The possibility of capital gains tax should be understood before selling your residence. Here is a…
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