2022 Promotions at HM&M

Employee Promotions

We are pleased to announce that effective January 1, 2022, Julie Cooper, Kristin Morais, Jeff Morrow, and Kara Stuckey have attained the designation of Manager; and Tammy Gass and Jeannie Zachary have attained the designation of Senior Paraprofessional.

Julie Cooper, CPA

Julie started with HM&M as a supervisor in 2021. Julie has a concentration of clients who are high net worth families, in construction, and oil & gas. She has been successful in guiding her clients through beneficial tax strategy, planning, and provision work to get them on the best track for themselves or their business, and ensure a successful future.  Join us in congratulating her on her promotion to Manager.

 

Kristin Morais, CPA

Kristin joined HM&M as a senior in 2017. She has been a huge asset to her clients in a variety of industries including real estate and agriculture. Kristin’s down to earth personality and her joy to help people has guaranteed her success. Join us in congratulating her on her promotion to Manager.

 

Jeff Morrow, CPA

Jeff began working at HM&M as an intern in 2017 and was quickly asked to join the team later that year. His favorite part of the job is tax planning, he services his clients well by looking at the big picture to set them up for success. Jeff works with many family investment groups, and clients in the real estate and construction industries.  Join us in congratulating him on his promotion to Manager.

 

Kara Stuckey, CPA

Kara joined HM&M as an experienced staff in 2018. She loves tax planning. She says if we can get ahead of an issue rather than deal with it later, everyone wins. Kara likes working on high net worth individuals and family groups, real estate, and oil & gas. Join us in congratulating her on her promotion to Manager.

 

 

Each has made many valuable contributions to the firm, specifically to their respective departments. They are very hard working and conscientious and display a high level of dedication and responsibility toward completing their assignments. Please join us in congratulating Julie, Kristin, Jeff, Kara, Tammy and Jeannie.

Latest Blog

FinCEN BOI Reminder

As this reminder was going to press, a Texas-based federal court issued a preliminary injunction prohibiting the federal ...

Did You Know? The Upcoming Changes Impacting Estate and Gift Tax Law

The landscape of gift and estate tax planning is experiencing significant shifts, with the upcoming 2026 sunset looming ...

2024 Qualified Charitable Distribution – $105,000

Are you planning to make a Qualified Charitable Distribution (QCD) in 2024? Yes? Then read on … A ...

Latest News

road with cars and sunset

IRS Increases Mileage Rate For Second Half of 2022

On June 9, the IRS released Announcement 2022-13, which modifies Notice 2022-3, by revising the optional standard mileage ...

Globe

New Schedules K-2 and K-3 for Passthrough Entity Tax Returns

At the tail end of 2021, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3 effective ...

The Build Back Better Act – Update

This information is current as of Sunday, November 21, 2021. On Friday, November 19, 2021, after the Congressional ...

Payments Client Portal