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The due date for making 4th quarter estimated tax payments for individuals and trusts is Friday, January 15th. Please consider making payments electronically on the IRS website at irs.gov/payments or via the Electronic Federal Tax Payment System (EFTPS). Please contact ...
Plan sponsors that have already or are considering reducing or suspending contributions to their safe harbor 401(k) or 403(b) plans as a result of the coronavirus pandemic now have helpful relief thanks to new guidance ...
On December 26, the IRS issued guidance on withholding, in light of changes to withholding tables and systems needed to conform with the Tax Cuts and Jobs Act, effective January 1, 2018. Please see the language ...
On August 2, 2016, the U.S. Treasury issued long-awaited proposed regulations under Section 2704 of the Internal Revenue Code that will, for the most part, eliminate valuation discounts for lack of control, lack of marketability, ...
Latest Blog
On December 29th, 2022, President Biden signed the SECURE Act 2.0 into law, as part of the Consolidated ...
A complex trust or estate may make an election under Internal Revenue Code Section 663(b) to treat all ...
We often receive questions from clients about their 401(k) plans and recently had a client ask two thought ...
HM&M Updates
Last month, Senior Manager, Pearl Balsara was invited to speak at the 2023 FPA DFW Annual Conference in ...
We are pleased to announce the winners of the 2022 HM&M Excellence Awards. Ronna Beemer, Keith Phillips, and ...
Huselton, Morgan and Maultsby is composed of a spectacular team of individuals. During our annual What’s Happening Meeting, ...