Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a…
In times of high inflation, it’s easy to find ourselves stretched thin, as the cost of everyday essentials skyrockets. For many, this period of financial…
Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental questions. The 10 listed here…
Executive Summary The IRS has completed a detailed review of Employee Retention Credit (ERC) claims and will use this data to strategically process pending claims.…
The kids are out of school and summer is well underway. Make sure you understand the rules regarding the tax deductibility of summer activities and…
Annually, businesses (“holders”) should review their records and, if they hold property that is presumed abandoned (“unclaimed property”), as of March 1st, are required to…
A new law requiring the identity of millions of business owners to be reported to the Financial Crimes Enforcement Network (FinCEN) was recently ruled unconstitutional…but…
Beaird Harris Recognized in Worth’s list of “Top RIA Firms” for 2024 Beaird Harris is honored to announce our inclusion in Worth’s list of “Top…
Beaird Harris Wealth Management, LLC, a Dallas-based, nationally recognized, fee-only registered investment advisor (“RIA”) with $1.7 billion in assets under management, is delighted to announce…
Discover how Bitcoin ETFs are simplifying investment options in our latest update. Our investment committee outlines the process of incorporating Bitcoin ETFs into portfolios for…
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to…
Beaird Harris is pleased to welcome three new partners: Nathan Biggs, Matt Edrington and Matt Skinner, to its public accounting practice, signifying the Firm’s continued…
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