Posts Archive | Page 5 of 134

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…

Kristy Carlton July 6, 2020

Deducting Summer Activity Expenses – Don’t Forget to Save Your Receipts

Make sure you understand the rules regarding the tax deductibility of summer activities and related daycare expenses.

Caleb Mullins July 1, 2020

Matt Skinner Joins Gusto’s CPA Advisory Council

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…

Beaird Harris June 22, 2020

Texas Monthly – Best Companies to Work for in Texas

Beaird Harris was recently named as one of the 2020 Best Companies to Work for in Texas.

Beaird Harris June 18, 2020

Large and In Charge? Giant Firms atop Market Is Nothing New.

Tech standouts are drawing attention for their perceived sway on stocks, but history undercuts that view.

Tra Sullivan June 17, 2020

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…

Ron Skalberg June 17, 2020

When It’s Value vs. Growth, History Is on Value’s Side

Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.

Chase Perry June 17, 2020

Accounting Today – Top Wealth Magnet List

Beaird Harris ranked among the leading CPA firms in financial planning and is recognized as part of “The Billion Dollar Club” category based on AUM…

Beaird Harris June 15, 2020

No Better Time to Deploy Your Donor Advised Fund

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…

Jimmy Zimmerman June 15, 2020

Why Value?

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…

Beaird Harris June 10, 2020

Understanding the Taxable Gain Exclusion on Home Sales

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…

Matt Edrington June 8, 2020

The 3 Cash Basics

To keep your business solvent through the COVID-19 pandemic, refocus on these cash basics.

Carla Medrano May 29, 2020

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