HM&M Southlake office now open!

The office is located on the east side of Southlake Town Square, on the corner of Summit Avenue and Southlake Blvd.
1560 East Southlake Blvd
Suite 235
Southlake, Texas 76092

Latest Blog

Tax Strategy: Qualified Charitable Distributions

Almost everyone 70 ½ years of age or older must take (almost always) taxable required minimum distributions (RMDs) ...

Tax Strategy: Bunching Itemized Deductions

Under the Tax Cuts and Jobs Act of 2017, an old strategy of “bunching” itemized deductions is new ...

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 ...

Latest News

The Home Mortgage Interest Deduction – Changes Under the TCJA

The Tax Cuts and Jobs Act of 2017 (“TCJA”), enacted Dec. 22, makes modifications to the deductibility of ...

Qualified Opportunity Funds – A New Investment Vehicle from the TCJA

A new Qualified Opportunity Zone (“QOZ”) program to encourage investment in low-income communities (“LICs”) is part of the ...

The Bipartisan Budget Act of 2018, passed and signed into law on February 9, 2018, has a number of tax law changes.

On February 9, Congress passed, and the President signed into law, H.R. 1892, the “Bipartisan Budget Act of ...