2024-25 Annual Tax Planning Guide For Individuals And Families
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
Beaird Harris is proud and honored to announce that we have been included in the 2021 Dallas Business Journal list of Best Places to Work in North Texas. The awards program began in 2003 and is promoted by the Dallas Business Journal in partnership with Quantum Workplace. Beaird Harris ranked number 27 in the medium employer category.
The survey and awards program was designed to identify, recognize and honor the best places of employment in North Texas, benefiting the state’s economy, workforce and businesses. The 2021 Best Places to Work in North Texas list is made up of 21 companies in the micro employer category (10-24 North Texas employees), 30 companies in the small employer category (25-490 North Texas employees), 35 companies in the medium employer category (50-249 North Texas employees), 15 companies in the large employer category (250-999 North Texas employees) and 5 in the extra large employer category (1000+ North Texas employees).
Beaird Harris was recognized and honored at the Best Places to Work in North Texas awards ceremony coordinated by the Dallas Business Journal. Final rankings can be found on the Dallas Business Journal website.
Recognition Requirements
The Quantum survey measures six key engagement categories including: team dynamics, trust in leadership, communication and resources, manager effectiveness, and personal engagement. In order to receive statistically sound results, companies must reach a minimum level of employee participation, based on total number of employees, to be eligible to be as a finalist. Responses from each question of each completed survey are compiled and evaluated. Companies are ranked, and finalists are chosen in each size category according to their overall score. This score is calculated by compiling all raw data from the questions. For companies with more than 50 employees, the percent of eligible employees who participate in the survey is also factored in to the overall score. Winners and finalists are chosen solely based on the results of the employee survey.
The survey was originally developed in 2003 and began with 75 pilot items across the spectrum of workplace themes. After a million responses, stepwise regression analysis was performed to identify the items most closely correlated to engagement. Based on this research, the survey was reduced to thirty-seven core items. Quantum validates the survey science annually. The survey was updated again in 2016 and reduce to 30 core questions.
Disclosures
Beaird Harris applied for consideration for this ranking; however, Beaird Harris did not pay a fee to Quantum Workplace or Dallas Business Journal to be considered for this ranking. Nor has Beaird Harris paid a fee to Quantum Workplace or Dallas Business Journal to promote this ranking. Dallas Business Journal and Quantum Workplace set their own ranking criteria and Beaird Harris has no influence on the criteria. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here.
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
A U.S. federal tax planning guide for businesses for tax year 2024, including M&A tax planning and ASC 740 tax planning strategies.
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