A solid grasp of financial concepts can protect your child from financial hardships later in life. Read our latest article for a few “money-smart” tips.

Sheldon Webster: The Accounting of a Life Well-Lived.
We honor the memory of Sheldon Burton Webster, former Chairman and major shareholder of Borland Benefield.
To Shred or Not to Shred. A Guide on What Tax Records to Keep and What to Toss.
Now that we’re in the midst of tax season, many people are getting their forms, receipts, and other records in order. Most people are probably looking at all those papers and wondering, how long they might have to keep all that paperwork. The good news is you can get...
Stimulus Payments (EIP) and Advanced Child Tax Credit (ACTC) Information Needed When Filing Your Tax Returns
Make sure you have your Advance Child Tax Credit letter (Letter 6419) and/or Economic Impact Payment letter (Letter 6475) on hand when preparing your returns. The IRS began mailing information letters to ACTC and EIP recipients in January.
Important Tax Figures for 2022
Every year, the dollar amounts allowed for various federal tax benefits are subject to change based on inflation adjustments and legislation. Here are some important tax figures for 2022, compared with 2021.
A Love of Learning.
Dexavia is a shining example of what it means to be a Borland Benefield member, but what makes her who she is? From a shy girl with a journal to the head of a sorority to a Ph.D. student, read about her journey.
1099 Tax Forms Are Coming to Crypto
The Infrastructure Investment and Jobs Act of 2021 (IIJA) introduces more concrete rules on how we all report our cryptocurrency dealings, but many people are still confused. We streamlined all of the IIJA’s major points into this easy-to-digest article.
Happy to Lend a Helping Hand to Hand in Paw
For 25 years, Hand in Paw has been helping the Birmingham community with animal-assisted therapy programs to hospitals, schools, nursing homes, and rehabilitation facilities. We’re happy to call them one of the nonprofit organizations we help with auditing.
Engaging, Inspiring, and Leading Women. The Junior League of Birmingham.
Community outreach is a core value of Borland Benefield. Learn how our colleague, Terri Lynn Wallace helps make Birmingham a better place by volunteering with the Junior League of Birmingham.
The Tax Implications of Taking 529 College Savings Plan Withdrawals
Section 529 plans can be a wonderful tool when it comes to helping save money for a child’s future education. While 529’s are designed to help reduce taxes when saving for college, there can still be tax implications. Learn about it here.