Effective November 30, 2021, the portal software utilized by our firm will no longer be available. We are in the process of switching to a new portal system in order to continue to exchange documents with you safely and securely. Please be advised that if you have not already retrieved your documents from our portal and you wish to retain them, you should login to your account and save any documents before November 30th. Click here to access our client portal. Please contact our office or your HM&M advisor with any questions.
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Latest Blog
On December 29th, 2022, President Biden signed the SECURE Act 2.0 into law, as part of the Consolidated ...
A complex trust or estate may make an election under Internal Revenue Code Section 663(b) to treat all ...
We often receive questions from clients about their 401(k) plans and recently had a client ask two thought ...
Latest News
On June 9, the IRS released Announcement 2022-13, which modifies Notice 2022-3, by revising the optional standard mileage ...
At the tail end of 2021, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3 effective ...
This information is current as of Sunday, November 21, 2021. On Friday, November 19, 2021, after the Congressional ...