Beaird Harris

08/20/2026

Eight promotions. One very proud firm.

Congratulations to our newly promoted team members, stepping into new roles across our tax and accounting teams. They earned every bit of this.

Meet the team: https://hubs.li/Q04tL9tm0

08/06/2026

Please join us in celebrating Shirl Page on an incredible milestone—20 years with Beaird Harris! 🎉

For two decades, Shirl has been a valued member of our team, bringing dedication, professionalism, and a genuine commitment to serving our clients and colleagues. We are grateful for all you've contributed and look forward to many more successes together!

07/28/2026

For our wealth management clients: your 2Q | 2026 WealthGuide Quarterly Market Review is now available. This issue explores why strong markets deserve perspective, how elevated valuations reinforce the importance of diversification, and why discipline, not prediction, remains the foundation of long-term investing.

Access it anytime in your WealthGuide app.
https://bh-co.com/wealthguideapp/

07/21/2026

Please join us in congratulating Kelly Snider for hitting her 5-year work anniversary with Beaird Harris! Congrats, Kelly! 🎉

07/16/2026

We’re hiring! 🚀

Beaird Harris is looking for a motivated Tax Senior to join our growing team. If you enjoy building strong client relationships, collaborating with a supportive team, and continuing to grow your career in public accounting, we’d love to hear from you.

📍 Competitive compensation & benefits
📈 Professional development opportunities
🤝 Collaborative, people-first culture

Interested in joining the team or know someone who’d be a great fit? Apply today or share this opportunity with your network!

07/09/2026

✨ At Beaird Harris, we believe investing in our people is one of the best investments we can make. Through our First 15 program, team members begin each workday by spending the first 15 minutes reading. It's a simple habit that encourages continuous learning, fresh perspectives, and meaningful conversations that benefit both our team and our clients.

Last month, our team explored three insightful books:

📖 The Fog of Work by Adam Tarnow
"Clarity creates confidence."

📖 Motivating the Unmotivated by Matt Granados
"People support what they help create."

📖 Essentialism by Greg McKeown
"If you don't prioritize your life, someone else will."

By setting aside just 15 minutes each morning to learn, we're building stronger leaders, more thoughtful teammates, and a culture of continuous growth—one page at a time. 💡📚

07/03/2026

Happy Fourth of July from all of us at Beaird Harris!

As we celebrate our nation's independence, we're grateful for the freedoms we enjoy and the opportunity to serve our clients and community each day.

Please note that our office will be closed on Friday, July 3, in observance of the Independence Day holiday. We will resume normal business hours on Monday, July 6.

We wish you and your family a safe, happy, and relaxing Fourth of July weekend! 🎆

06/29/2026

Cyber threats are constantly evolving—but a few simple habits can go a long way toward protecting your financial life.

From phishing emails and fake phone calls to password theft and identity fraud, knowing what to watch for is the first step in staying one step ahead. Our latest blog shares practical, easy-to-follow tips to help you safeguard your accounts and protect your family's financial information.

🔒 Read the full guide: https://hubs.li/Q04mZqT30

Protect your accounts from cyber fraud. Beaird Harris shares how criminals steal info and a practical checklist to keep you and your family safe.

06/10/2026

✨ At Beaird Harris, we believe small habits create lasting impact. That’s why we start each day with our First 15 program—a firmwide practice where team members spend the first 15 minutes of the workday reading. It’s a simple rhythm with powerful results: sparking new ideas, sharpening our thinking, and fueling conversations that strengthen both our culture and our client service.

In May, our team explored three powerful books:

📖 The Four Agreements by Don Miguel Ruiz
"Be impeccable with your word."

📖 The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy
"Measure your gains, not the gap between where you are and where you want to be."

📖 The Obstacle is the Way by Ryan Holiday
"The impediment to action advances action. What stands in the way becomes the way."

The goal is simple: begin each morning with intention—so we can show up as better leaders, colleagues, and advisors. 💡📚

06/04/2026

Did you know investment losses can sometimes create tax-saving opportunities?

Tax-loss harvesting is a strategy that may help investors offset capital gains, reduce taxable income, and improve after-tax returns—but understanding the rules is critical.

Our latest blog covers:
📈 What tax-loss harvesting is
💰 Potential tax benefits
⚠️ The wash-sale rule
📋 Important considerations before getting started

Learn how tax-loss harvesting works, potential tax benefits, wash-sale rules to avoid, and key considerations for investors seeking greater tax efficiency.