2026 Pub. 5 Issue 1

2026 MFDA Members Thank you to our 2025 MFDA members, including member firms, individual members and lifetime members! Don’t forget to renew your membership for 2026 if you haven’t already done so. Please scan the QR code to access our membership application forms. MEMBER FIRMS Anderson Stevenson Wilke Retz Funeral Home and Crematory, Helena Asper Funeral Homes Inc., Shelby Austin Funeral Home, Whitefish Axelson Funeral & Cremation Services, Butte Bell Mortuary, Glasgow Benton Funeral Home, Fort Benton Big Sky Cremation, Helena Blaine County Funeral Chapel, Chinook Brundage Funeral Home, Dillon Bullis Mortuary, Hardin Clayton Stevenson Memorial Chapel, Wolf Point Cloyd Funeral Home, Lewistown Columbia Mortuary, Columbus Creel Funeral Home Inc., Lewistown Dahl Funeral and Cremation Service, Bozeman Dahl Funeral Chapel, Billings Daly-Leach Memorial Chapel and Crematory, Hamilton Darlington Cremation & Burial Service, Kalispell Dokken-Nelson Funeral Services, Bozeman Franzen Davis Funeral Home & Crematory, Livingston Frontier Funeral Home, Choteau Fulkerson-Stevenson Funeral Home, Sidney Garden City Funeral Home, Missoula Holland & Bonine Inc., Havre Johnson-Gloschat Funeral Home & Crematory, Kalispell Just Cremation Montana, Missoula Longfellow Finnegan Riddle Funeral & Cremation Services, Anaconda Michelotti Sawyer Mortuary, Billings O’Conner Funeral Home, Great Falls Perkins Funeral Home, Harlowton Pondera Funeral Home, Conrad Poplar Chapel, Poplar Remington Funeral Chapel, Laurel Rockman Funeral Home, Chester Schnackenberg Funeral Home, Libby Schnider Funeral Home, Great Falls Shrider Thompson Funeral & Cremation Services, Ronan Simple Cremation Montana, Helena Smith Funeral Chapel, Billings Smith Funeral Chapel, Laurel & Columbus Smith-Olcott Funeral Home, Red Lodge Stevenson & Sons Funeral Home, Forsyth Stevenson & Sons Funeral Home, Miles City Stevenson Wilke Funeral Homes, Townsend Stevenson Wilke Funeral Homes, White Sulphur Springs Sunset Hills Funeral Homes and Crematory, Plains Sunset Hills Memorial Funeral Home & Cemetery, Missoula The Lake Funeral Home & Crematory, Polson Wayrynen-Richards Funeral Home, Butte Whitesitt Funeral Home, Stevensville Whitted Funeral Home, Cut Bank Wier Funeral Home, Roundup Wilderness Funeral Homes, Chinook Wilderness Funeral Homes, Malta INDIVIDUAL MEMBERS Brian Bell Terry Bullis Matt Coon Keith Kneeland Tom Muckle Robert Ross Jessie Sather LIFETIME MEMBERS W. Kent Bell Gary Bidwell William Bray Dennis Croxford Gary Croxford Dave Fulkerson Donald Hoffman Niles Nelson *List reflects membership at the time of publication. https://montanafda.org/take-action If you are concerned as to whether you may owe taxes or be owed a refund, contact your tax professional or the IRS at (800) 829-1040. If you are contacted by a potential scammer, do not provide them with any tax information. Instead, report the phone call, letter or email to the IRS using the following information. • Contact the Treasury Inspector General for Tax Administration to report a phone scam. Use their “IRS Impersonation Scam Reporting” web page. You can also call (800) 366-4484. • Report phone scams to the Federal Trade Commission. Use the “FTC Complaint Assistant” on www.ftc.gov. Please add “IRS Telephone Scam” in the notes. • Report an unsolicited email claiming to be from the IRS, or an IRS-related component like the Electronic Federal Tax Payment System, to the IRS at phishing@irs.gov. If you have questions about communications you may have received from the IRS, feel free to contact the Morrison Law Firm PLLC at (406) 443-1040. Rose James is an attorney at Morrison Law Firm PLLC. She graduated with honors from Michigan State University College of Law in 2017. Before moving to Montana, Rose worked with Michigan’s leading estate planning and elder law attorneys. Rose is licensed in both Montana and Michigan, where she focuses her practice on estate planning, probate, and estate and trust administration. DIRECTORS DIGEST | 23

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