July Newsletter

Stay ahead with insights and updates ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

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Welcome to this month’s edition of our newsletter! Each month, we bring you the latest updates, insights, and resources to help you stay informed and ahead. From industry news and helpful tips to firm updates and announcements, here’s what’s new and noteworthy.

📽️ VIDEO: Business Valuation 101: What Every Owner Should Know

Business valuation is not just for selling a company. It is a key tool for understanding and growing your business. In this episode of On the Money, Lyndsey Dixon breaks down the basics, including common valuation methods, what drives value, and why it matters for planning, growth, and decision-making.

Trump Accounts Help Families Save for a Child's Future

A new savings option is on the way for eligible children. Created under the One Big Beautiful Bill Act, Trump Accounts could help families build long-term savings and, in some cases, include a one-time $1,000 federal contribution. Learn how these accounts work, who qualifies, and how they compare to 529 plans in our latest blog. Read more here.

Mid-Year Accounting Check-In: A Summertime Tune-Up for Your Financial Records

As summer heats up on the Gulf Coast, it's the perfect time for a mid-year financial check-in. With a few proactive steps now, you can help avoid surprises at year-end and make your audit or financial statement preparation much smoother.

Wilkins Miller Wealth Management Named a 2026 Wealth Magnet

Wilkins Miller Wealth Management has once again been recognized on Accounting Today's Wealth Magnets list, which highlights the nation's leading CPA-affiliated wealth management firms based on assets under management.

We're Hiring!

Great people make Wilkins Miller what it is, and we're excited to welcome a few more to the team. We're hiring an A&A Manager and an Audit Associate. If you're looking for a place where your career can grow alongside people who genuinely enjoy working together, we'd love to hear from you. Know someone who'd be a great fit? Share this with them.