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Beall Barclay and Company, PLC • Beall Barclay Wealth Management, LLC
Securities offered by 1st Global Capital Corp. Member FINRA & SIPC.
Investment Advisory services offered through 1st Global Advisors, Inc.
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Eye on Money July - August 2017

Jun 19, 2017


We invite you to check out the new issue of Eye On Money!


We invite you to check out the new issue of Eye On Money! Inside are articles on:

How to save for retirement if you don’t have a retirement plan at work. No retirement plan at work? No problem. These tips can help you open your own accounts and begin saving in no time flat.

How to transfer assets without a will and probate. Learn about alternatives to a will that can help you minimize the part of your estate that will be subject to probate.

How to avoid a tax penalty on early distributions from your retirement accounts. Do not miss this article if you plan to retire early or need to withdraw cash for certain expenses.

The potential pitfalls of a joint account. Learn why a joint account may not always be your best option.

Where to find college scholarships. If someone in your family is headed to college, check out this article about where to find scholarships.

Also in this issue, you can learn about U.S. Treasury floating rate notes, see which types of volunteer expenses are tax deductible, vicariously cruise the Alaskan coast, unearth a few flower festivals you may not have heard of before, and see how much you know about music from the 1980s.   

Please let us know if you have questions about anything in Eye On Money.





The Arkansas Small Business and Technology Development Center presents two QuickBooks Payroll workshops on November 16, at Beall Barclay & Company in Fort Smith. 


The Arkansas Small Business and Technology Development Center presents two hands-on workshops for QuickBooks Online users on October 19 at Beall Barclay & Company in Fort Smith.


Beall Barclay has been named the Best Place to Work in Arkansas by Arkansas Business and Best Companies Group. The company was honored with the prestigious Benchmark Award at an awards ceremony on September 20. This is the fifth annual listing by the magazine and Beall Barclay’s first appearance on the list.


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We invite you to check out the new issue of Eye on Money!


Beall Barclay is excited to bring you the fall edition of Nonprofit Insights, a newsletter geared toward nonprofit organizations.


Beall Barclay is excited to bring you the fall edition of Business Owner's Perspectives, a newsletter geared toward business owners.


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2016 Tax Planning Guide