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succeed and grow.
That's our passion.
Heather Wallace
Partner (CPA)
Birmingham, AL

Heather has over 15 years' experience, with the past 10 years in the Financial Services industry. She joins DHG from Comerica Bank where she served as the Tax Director in Dallas, Texas. Prior to Comerica, Heather held several tax leadership roles at Regions Bank, including Manager of Federal and State Tax Planning and Compliance. She also spent seven years with a Big Four firm. Heather has experience in ASC740, process and technology analysis, and state taxation of financial institutions.

Heather is a graduate of both the University of Alabama and University of Alabama-Birmingham.

  • Certified Public Accountant - AL - 9990

  • Masters, Taxation - General
    University of Alabama, Birmingham
  • Bachelors, Accounting
    University of Alabama
Industry Focus
  • Financial Services
Service Areas

Industry Issues

Services In Focus
Alerts, News
& Publications

2018 Year End Tax Planning Letter
It is hard to believe that the year is almost over, and the holiday season is...
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Targeted Improvements to Related Party Guidance for ...

On October 31, 2018, the Financial Accounting Standards Board (“FASB”)...
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Revenue Recognition: A Private Company Disclosure Guide
The Financial Accounting Standards Board issued Accounting Standards...
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Have You Heard of...
WCSC-TV’s Live 5
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Warranty Woes in ...

Warranties seem
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Case Studies
Additional Tax Guidance Provided Related to Business...

Golf Tickets and Nachos: Only One Is 50 Percent Deductible Now

On Oct. 3, 2018, the IRS issued
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Has your company placed qualified property in servic...
On Aug. 3, 2018, the Internal Revenue Service (IRS) issued proposed regulations regarding the Tax Cuts and Jobs Act’s (P.L. 115-97, or the Act) changes to
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Accounting Standards Updates
As accounting standards continue to be updated, there will be new opportunities for businesses to consider tax efficiencies while adopting CECL, leases and
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Does your company defer revenue for tax purposes rel...
The Tax Cuts and Jobs Act (P.L 115-97, or the Act), introduces a significant change with regard to the timing of income recognition for certain revenues,
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Financial Services Alert: Tax Reform Creates a New I...

Does your company voluntarily offer paid family and medical leave for your employees under the Family Medical Leave Act (FMLA) of 1993? If so, you could
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Financial Services Alert: Tax Reform Leads to Change...
The Tax Cuts and Jobs Act (P.L. 115-97) made sweeping changes to the tax law, including the deductions for certain meals and entertainment activities. This
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Financial Services Alert: IRS Priority Guidance Plan...
On Feb. 7, 2018, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) released the second quarter update to the 2017-2018 Priority
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IRS Priority Guidance Plan Update
On Feb. 7, 2018, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) released the second quarter update to the "2017-2018 Priority
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The IRS and Treasury Department Update Guidance on E...
The Tax Cuts and Jobs Act (the Act), P.L. 115-97, signed into law on Dec. 22, 2017, required the Internal Revenue Service and the Treasury department to
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Accounting and Reporting Implications of the New Tax...
On Jan. 18, 2018, the Federal Reserve Board, Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency issued an Interagency
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DHG Welcomes Heather Wallace as Financial Services ...
DHG is pleased to announce that Heather Wallace has joined the firm as a Tax Partner in the Birmingham, Alabama office.
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