Firm News
Murray, Wamsley & Schrader, LLC Joins HeimLantz CPAs and Advisors in Merger
Effective January 1, 2019, certified public accounting firm Murray, Wamsley & Schrader, LLC (MWS) is pleased to announce that it will be merging with local …
Carter Heim Admitted to the Anne Arundel Hall of Fame
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 …
SBA Releases New PPP Loan Forgiveness Guidance
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. …
Tax Update 2021
Daniel Russell and Amy Smith recently presented and update on tax topics to watch for during the remainder of the year.
HeimLantz CPAs and Advisors Announces New Promotion for team member, Sheri Mergenthaler
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 CPAs and Advisors Welcomes Daniel Russell to Ownership Group
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 …
Daniel Russell Participates in Cross-Border Cannabis Discussion
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 …
