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...
HeimLantz CPAs and Advisors proudly announces the addition of Daniel T. Russell, CPA.ABV.CFF, CVA, CFE, MSA to the firm’s ownership group. “As a person of color, I am extremely proud to now be in this leadership position,” said Russell. “One of our firm’s core values...
Daniel Russell recently lead a discussion around unique tax code opportunities available within the cannabis industry. He also spoke with cannabis dispensary owner Michael Tese of Gold Leaf Dispensary to discuss merger and acquisition activity on the East Coast. Click...
The regional accounting firm HeimLantz CPAs and Advisors proudly announces the addition of Laura Macauley, COO, to the firm’s ownership group. Macauley has been with the firm for a collective 9 years, taking some time off in 2008 before rejoining the HeimLantz team in...
For the second year in a row, the federal income tax filing due date for individuals has been postponed. The postponements come as a part of the fallout of the coronavirus pandemic and the legislation that has resulted from it, which has added complexity to tax...
The American Rescue Plan Act (ARPA) was passed by the Senate on Saturday, March 6 and in the House on Wednesday, March 10. The $1.9 trillion relief bill now heads to President Biden’s desk. He signed the bill into law on Thursday, March 11. Read on for details on the...
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