Friendly reminder- Thursday, October 15, 2015 is an important tax due date for our clients who are:
- Filing extended 2014 individual tax returns- Federal Form 1040
- Setting up a Simplified Employee Pension (“SEP”) plan for sole proprietors and contributing money to it for 2014
- Making 2014 contributions to a self-employed Keogh plan that was established before January 1, 2015
- Re-characterizing (undoing) a 2014 Roth IRA Conversion
If you have any questions please contact your HM&M tax advisor.
Latest Blog
As this reminder was going to press, a Texas-based federal court issued a preliminary injunction prohibiting the federal ...
The landscape of gift and estate tax planning is experiencing significant shifts, with the upcoming 2026 sunset looming ...
Are you planning to make a Qualified Charitable Distribution (QCD) in 2024? Yes? Then read on … A ...
HM&M Updates
DALLAS, Dec. 11, 2024 – Springline Advisory, a trailblazing financial and business advisory firm, is proud to announce its partnership ...
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 ...