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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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Business Owner's Perspectives Winter 2018

Nov 30, 2017

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

The lead story in this issue discusses the benefits of creating a customer rating system. Despite the popular saying that “the customer is always right,” it usually makes sense to allocate your resources to make sure that your best customers receive the highest level of product and service quality at all times.


On page 2, we discuss using trusts in estate planning. Two types of trusts are of particular interest for this purpose: grantor trusts and dynasty trusts. Read this article to learn about the benefits of each.


On page 3, we offer five leadership training tips for the Millennial generation. Millennials have been given lots of labels, but none of them matter if they aren’t prepared to take over the leadership reins of your company one day.


And on page 4, we cover the topic of businesses with a family name on the door. Ask owners of these businesses what’s most important to the success of their companies and the answer will like involve their family name, reputation and legacy.  


Click here to read this issue.

Beall Barclay & Company, PLC is pleased to announce the promotion of three staff members.

Under the new 2018 Tax Cuts and Jobs Act, the deductibility of bona fide business meals and entertainment expenses have significantly changed. 

Beall Barclay Receives the Arkansas Society of CPAs 2017 Public Service Award for Firms

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The Spring 2018 issue of Business Owner's Perspectives is now available.

Beall Barclay is excited to bring you the winter edition of Dimensions, a newsletter geared towards the construction industry.

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

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2017 Tax Planning Guide