HM&M Accounting, Audit and Assurance*, & Tax Blog

Planning for Net Investment Income Taxes

Abstract:   Individual taxpayers are potentially liable for the net investment income tax (NIIT) if their modified adjusted gross income (MAGI) exceeds $200,000 ($250,000 for joint filers and qualifying widows or widowers; $125,000 for married taxpayers ...

Planning an Exit Strategy for Your Business

Abstract:   Every business owner should have an exit strategy that helps recoup the maximum amount for his or her investment. Understanding the tax implications of a business sale will help the owner plan for — ...

Is It A Repair or An Improvement?

Abstract:   For business owners, determining whether they’re making repairs or improvements can be tricky — but it’s important to be aware that the distinction can have real tax consequences. This article discusses IRS regulations that ...

Huselton, Morgan & Maultsby Named to 2023 INSIDE Public Accounting’s Top 300 Firms List

Dallas, TX – Oct. 6, 2023 – Huselton, Morgan & Maultsby, P.C. (HM&M), a leading CPA firm with four offices in Texas, was recently named to INSIDE Public Accounting’s Top 300 Firms for 2023. There ...

Can You Deduct 2024 Bonuses This Year?

Abstract:   Businesses may be familiar with the rule that permits them to deduct employee bonuses this year if they pay them to employees within 2½ months after the end of the tax year. It’s an ...

Employee Retention Credit Claims Update

On September 14th the IRS announced an immediate moratorium through the end of the year on the processing of new Employee Retention Credit (ERC) Claims. This action was taken in response to growing concerns inside the ...

Required Minimum Distributions (RMDs) – Latest Guidance

On July 14, 2023, IRS released Notice 2023-54 providing Transition Relief for: The change in beginning date for RMDs 2023 missed RMDs for IRA beneficiaries subject to the requirement for annual RMDs under the “10-Year ...

Do you know the signs of an Employee Retention Credit Scam?

The IRS has identified Employee Retention Credit Scams as the number one worst tax scam on its 2023 Dirty Dozen List.   Third parties, commonly known as “ERC Mills” have been aggressively promoting and promising large ...

Top 5 Areas to Watch to Keep Your Benefit Plan in Compliance

Updated 2024 Companies that offer employee benefit plans like health insurance or retirement benefits are governed by the Employee Retirement Income Security Act of 1974 (ERISA). ERISA is a federal law that requires employee benefit ...

5 Questions to Ask When Selecting an Auditor for Your Benefit Plan

Updated 2024 Under federal law, most organizations that have an employee benefit plan (EBP) with 100 or more participants with existing balances at the start of the plan year are required to submit audited plan ...

The 5W’s to A Successful Employee Benefit Plan Audit

Updated 2024 If your Employee Benefit Plan were to get audited today, are you prepared? A company’s employee benefit plan (EBP), can refer to 401(k), pensions, or profit-sharing plans among others. Once companies reach a ...

FASB Addresses Lease Accounting Issues Associated With Common Control Arrangements

Summary Accounting for leases between entities under common control is changing. Specifically, the new guidance includes the following provisions: Nonpublic entities[1] can elect a practical expedient to use the written terms and conditions of their ...

Older EntriesNewer Entries
Payments Client Portal