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Announcing our 40th Anniversary and a fresh new look for HM&M

At Huselton, Morgan, and Maultsby, we are so proud to be celebrating 40 years of renowned business and meaningful client relationships. From the starts, it has been our vision to create a firm devoted to ...

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3 strategies that can be used to increase your charitable giving “bang for the buck”

Do you make charitable contributions? If so, read on. We may be able to help you cut the costs of charitable giving – or increase the size of your contributions without costing any more in ...

7 traits to look for in a CPA firm

Consider the human lifecycle. No two are exactly alike. We can, however, credit the IRS for imposing at least one trait that unifies us all. That is the expectation that we taxpayers must boil down ...

Does the IRS Call You?

Ring ring, ring ring…. have you ever been asked why aren’t you picking up your phone? Well, in my case it’s because the phone number from which I’m receiving the “call” appears to be following ...

Tax Strategies for Individuals – Part 2

View part I here. Withholding for 2018 The Tax Cuts and Jobs Act enacted in 2017 has many changes that could affect individuals’ Federal tax liability in 2018. For example, many people who used to ...

Tax Strategies for Businesses – Part 2

View part I here. The recently enacted Tax Cuts and Jobs Act (TCJA) has altered the tax landscape for a lot of businesses. Please consult your HM&M advisor if you would like to have a ...

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Tax Strategies for Individuals – Part 1

Considering Standard Deduction Increase Given the increased standard deduction for 2018 will you still be eligible for itemizing your deductions? If the total of your allowable itemized deductions exceeds the standard deduction you should still ...

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Tax Strategies for Businesses – Part 1

The recently enacted Tax Cuts and Jobs Act (TCJA) has altered the tax landscape for a lot of businesses. Please consult your HM&M advisor if you would like to have a conversation about how your ...

Tax Strategy: Qualified Charitable Distributions

Almost everyone 70 ½ years of age or older must take (almost always) taxable required minimum distributions (RMDs) from traditional or inherited individual retirement accounts (IRAs). Individuals may distribute up to $100,000 tax-free from their ...

Tax Strategy: Bunching Itemized Deductions

Under the Tax Cuts and Jobs Act of 2017, an old strategy of “bunching” itemized deductions is new again. In the past (as recently as 2017), particularly in Texas, some people regularly paid two years ...

Bitcoin! (Now That I Have Your Attention, Let’s Talk Taxes)

Today, Carrie Reese authors our HM&M blog. I was raised by a Marine and a CPA. To put it lightly, following the rules was a BIG deal growing up. Naturally, when Bitcoin (the first virtual ...

OK, President Trump. Game On!

I was planning to pen a short note wishing all my clients, friends and readers a happy and prosperous 2018.  Plans change. On Thursday, December 28, President Trump told the New York Times that he ...

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