Latest News

Reminder: 4th Quarter Estimated Tax Payments are Due Friday (January 15)

The due date for making 4th quarter estimated tax payments for individuals and trusts is Friday, January 15th. Please consider ...

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Do Not Miss Out On Valuable Tax Credits!

Understand the employee retention credit If you received a PPP Loan, you were originally ineligible to take the ...

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2020 COVID Relief Bill Provisions Affecting Individual Taxpayers

Here is an overview of key provisions in the recent COVID relief legislation that affect individuals. The legislation ...

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New Law Tax Provisions That Affect Businesses

The Consolidated Appropriations Act, 2021 (the CCA, 2021), signed into law on December 27, 2020, is a further ...

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$2.3 Trillion Package Awaiting President Trump’s Signature…

A much anticipated Christmas gift… On Monday, December 21, 2020, Congress passed the $2.3T Consolidated Appropriations Act, 2021, ...

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Update on Congressional Action on Another Economic Stimulus Bill as of December 15, 2020

As you are reading this, congressional leaders are meeting to try to hammer out an agreement on funding ...

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Are Expenses deductible in 2020 if paid with PPP Loan proceeds if no forgiveness is granted in 2020?

Note the below information has been updated, please click here for most recent information.  The IRS answered the ...

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Paycheck Protection Program (PPP) Update – October 16, 2020

Paycheck Protection Program (PPP) Update – October 16, 2020   PPP Forgiveness Simplification On October 8th, Treasury and ...

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2020 Yearend Tax Planning – Not Just Any Old Yearend

It is time to do yearend tax planning. We think that it is fair to say this yearend ...

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Reminder: September 15, 2020 Due Dates

Tuesday, September 15 is an important date for filing several kinds of extended tax returns and for making ...

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Guidance Issued On Payroll Tax Deferral

On Saturday, August 8, 2020, President Trump took executive action and signed four Coronavirus Pandemic Relief orders to ...

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IRS Delivers Temporary Midyear Relief to 401(K) And 403(B) Safe Harbor Plans

Plan sponsors that have already or are considering reducing or suspending contributions to their safe harbor 401(k) or ...

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HM&M Updates

Springline Advisory Announces Partnership with HM&M Advisory, LLC, Joining Forces For Growth and Reach

DALLAS, Dec. 11, 2024 – Springline Advisory, a trailblazing financial and business advisory firm, is proud to announce its partnership ...

Pearl Balsara Breaks Attendance Record at Financial Planning Association of DFW Annual Conference

Last month, Senior Manager, Pearl Balsara was invited to speak at the 2023 FPA DFW Annual Conference in ...

HM&M Excellence Awards

We are pleased to announce the winners of the 2022 HM&M Excellence Awards. Ronna Beemer, Keith Phillips, and ...

HM&M Keep on Keepin’ on Awards

Huselton, Morgan and Maultsby is composed of a spectacular team of individuals. During our annual What’s Happening Meeting, ...

HM&M Moves Up on the DBJ List of Top Accounting Firms

We are thrilled to continue growing in the Dallas metroplex! HM&M moves up to #16 on the Dallas ...

Announcing New Managing Shareholder/COO, Susan Adams

HM&M is thrilled to announce the transition of managing shareholder/COO from Carmel Wood to Susan Adams. Carmel, has ...

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