The local public accounting, business advisory, and wealth management firm of HeimLantz is pleased to announce that, effective May 1, 2022, Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been admitted to equity ownership of the firm. Mergenthaler has devoted the entirety...
By: Zack Greene Many business owners struggle with the same problems. CEOs (presidents, owners, shareholders—whatever you happen to label them as) need more time to work on the business. In order to do this, they need to overcome common pitfalls to direct their...
Carter Heim, CPA.CFF.CGMA, MST will be inducted to the Business Hall of Fame by the Anne Arundel Chamber of Commerce on October 14, 2021. Heim started his accounting career in 1975 and founded Heim & Associates, the predecessor of HeimLantz, in 1995. Since then,...
On July 28, the U.S. Small Business Administration (SBA) released an update to the forgiveness process for the majority of Paycheck Protection Program (PPP) loans. The goal of the new guidance is to streamline the process for PPP participants with loans of $150,000 or...
HeimLantz CPAs and Advisors is pleased to announce that Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been promoted to Director of Wealth Management. Mergenthaler joined the HeimLantz team in 2006 as a Wealth Management Assistant. From the start of her career at...
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