Client Portal Update – Please Download Your Files Immediately

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

New Digital Asset Information Reporting

The Infrastructure Investment and Jobs Act of 2021 (“IIJA”) was signed into law on November 15, 2021. The ...

Work Opportunity Tax Credit Can Help Employers Hire Workers

With many businesses facing a tight job market, the Internal Revenue Service recently reminded employers to check out ...

U.S. Lawmakers Have Taken Another Step Toward Closing a Perceived Loophole

U.S. lawmakers have taken another step toward closing a perceived loophole that allows certain income earned by investment ...

Latest News

The Build Back Better Act – Update

This information is current as of Sunday, November 21, 2021. On Friday, November 19, 2021, after the Congressional ...

The Infrastructure Bill – Tax Provisions

On Friday, November 5, 2021, the House of Representatives passed H.R.3684, a $1 Trillion bipartisan “Infrastructure Investment and ...

Build Back Better Bill – What’s Gone, What Remains, What’s New, What Never Made It

The House Rules Committee released a revised text of the “Build Back Better” bill H.R. 5376  on Thursday, ...

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