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…
Beaird Harris Named to Dallas Business Journal’s 2024 List of “Top 100 Money Managers.” Beaird Harris is thrilled to be listed among the “Top 100…
With tax season upon us, it’s essential to get organized and plan ahead for filing your taxes in 2024. Here’s a checklist to help you…
Are you aware of the significant tax break that allows you to exclude up to $250,000 ($500,000 if married) in capital gains on the sale…
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