May 2021 Newsletter




Message From Our Managing Partner

This will mark the 2nd consecutive year that April 15th will come and go without a major deadline. And while there is no April 15th, we have been working incredibly hard and put in long hours to get clients their financial statements, tax returns, W-2’s, 1099’s, PPP information, and everything else that comes along with being our clients’ most trusted advisors. Our profession is very demanding and can be extremely stressful especially this time of year. And as the coming of Spring signals new life for mother nature, so it does also for accountants! 

The days of deadlines and late nights will soon be behind us for another year, which is cause for celebration in our books! We asked a few of our partners and staff what they have planned the day after tax season officially ends:

“I’m going to Key West for a week and leaving my phone at home.”Amy Varnado, Partner
“Wait, tax season ends?”Brad Tate, Tax Senior Manager
“When does it end this year? June?”Matt Nelson, Audit Supervisor

“Fish, fish, and fish some more!”Greg Brenan, Partner
“Buying a house and getting married! Then playing golf in Scottsdale.”Ross Hodgins, Tax Senior
“A lot of traveling – trips to the Bourbon Trail, Wine Country, and the Disney Food & Wine Festival – and catching up on as much live music as possible now that live music is a thing again.”Brian Mautner, Audit Manager
“You can find me where the music meets the ocean.”Merranda Meades, Tax Manager

“Spend lots of time with my godchild.”Lee Oubre, Tax Senior
So for now, we are all enjoying another passing of April 15th. And while this one, like last year, may not feel quite the same as ones in years’ past, there is still reason to celebrate.

Jay A. Montalbano
Managing Partner

Happy Retirement to Maggie Franklin!

Join us in wishing a Happy Retirement to HTB’s Maggie Franklin

Maggie joined the firm as a Senior Manager in September 2016, providing assurance, accounting and advisory services to financial institutions, employee benefit plans and governmental entities. Prior to joining HTB, Franklin spent 20 years with the Louisiana Legislative Auditors followed by more than 20 years in public accounting. Maggie is also an active member of AICPA and LCPA. 

Thank you for your years of service at HTB and best of luck in retirement. We will miss you!

Ask Our Experts 

In 2021, taxpayers are once again required to take required minimum distributions. Many taxpayers choose to make a charitable rollover, donating their entire RMD to the charity of their choice and therefore not being subject to income tax on their RMD for the year. Consult your HTB advisor to discuss charitable rollovers. 

Do you have a question for our staff? Please submit them to Anna Schexnayder at 

Congratulations to Partner 
Kyle Cook


Congratulations to Partner Kyle Cook on being named to Construction Financial Management Association’s (CFMA) first ever 40 Under 40 Class. CFMA is a non-profit organization dedicated to serving the educational needs of today’s construction financial professionals. Read more about the honorees here

Employee Spotlight

Meet our employee of the month, Adam Deville! Adam works in our IT Department as an Information Technology Technician. We caught up with Adam earlier this week for some Q & A…check out his answers below!

Who is your hero?
My dad and pawpaw have always been my heroes.

If you could live anywhere, where would it be?
Nowhere specific, but the closer to the middle-of-nowhere the better.

What is your biggest fear?
Change, without a doubt. I’m a creature of habit and systems, I don’t like when they’re broken unless it’s on my terms.

What is your favorite family vacation?
My favorite vacation would definitely have to have been my honeymoon with my wife. We took a week long trip to Disney. It was my first time ever going so it was fun getting to see what all the hype was about.

What is your favorite game or sport to watch and play?
I’m not the biggest sports fan out there, but college football is usually on in the background at home every season. I don’t play too many sports these days but I’m always down for just about any board game.

What do you like best about working at HTB?
Without a doubt the team. Everyone is super welcoming. I don’t think I’ve encountered an office culture quite so inviting.


COVID-19 Response Business Incentives

Recent legislation and administrative action have resulted in quite a few tax changes and new incentive programs that are assisting businesses recover as re-openings are occuring. The Consolidated Appropriations Act (CAA) and American Rescue Plan Act (ARPA) expanded and updated many of the incentive programs provided by the Families First Coronavirus Response Act (FFCRA) and Coronavirus Aid, Relief, and Economic Security (CARES) Act. CAA and ARPA also added new programs.  Click here for a brief recap of some of the major items included in these recent actions. 

             By: Bradley J. Tate, JD, LL.M

Start Preparing Now for SAS 136

In 2019, the AICPA issued Statement on Auditing Standards (SAS) No. 136, Forming an Opinion and Report on Financial Statements of Employee Benefit Plans Subject to ERISA. SAS 136 prescribes certain new performance requirements for financial statement audits of ERISA employee benefit plans.

In addition, SAS 136 changes the form and content of the related auditor’s report. The goal is to improve audit quality while also enhancing the communicative value and transparency of the report. The statement includes new requirements for all phases of employee benefit plan audits, including engagement acceptance, performance procedures, risk assessment and response, communication with those charged with governance, and reporting. Click here to read more about these provisions. 

Celebrating the (almost) end of Busy Season!





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Disclaimer of liability: Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.