While many plan sponsors and employers may never encounter the need to file it, understanding when it applies is critical to maintaining compliance and avoiding costly penalties.

Several important tax deadlines are approaching for taxpayers who filed extensions for their 2024 federal tax returns, as well as for those making 2025 estimated tax payments.

Garrett Williams, CPA, has been selected for the Leadership Cleveland 2025-2026 class.

The Reconciliation Bill -H.R. 1 - has introduced transformative changes to Section 1202 of the Internal Revenue Code which covers the exclusion of gain from the sale or exchange of Qualified Small Business Stock (QSBS). These updates significantly broaden eligibility, raise cap limits, and introduce a tiered gain exclusion, providing more flexibility and tax-saving opportunities for investors.

Join the Chattanooga Bar Association and HHM's Will Clegg and Amber Mueller, CVA for a practical overview of the new Reconciliation Bill and its far-reaching tax implications.

On July 4th, 2025, President Donald Trump signed and enacted the Reconciliation Bill H.R. 1. This new bill introduced many changes to existing individual tax provisions, including tax rates, deductions, credits, and alternative minimum tax rules.

Are you interested in tailoring risk management services to better meet your dealership needs? Are you concerned that your dealership may be overpaying for your current insurance coverage? More dealerships are forming their own (captive) insurance companies to self- insure selected risks. Learn the basics, and pros and cons of establishing a captive insurance company for your dealership.

Welcome to the second installment of HHM CPAs’ webinar series exploring key changes in tax law stemming from the Reconciliation Bill.

HHM CPAs partner Travis Horton recently joined the Driving Performance podcast to discuss key strategies for dealership success, from navigating estate planning to overcoming lending challenges. The conversation also covered how dealers can prepare their financial statements to maximize value during a future sale or acquisition.