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.
Click to Login to Client Portal
Latest Blog
The landscape of gift and estate tax planning is experiencing significant shifts, with the upcoming 2026 sunset looming ...
Are you planning to make a Qualified Charitable Distribution (QCD) in 2024? Yes? Then read on … A ...
Please refer to the list below for some changes that will be made for 2023 v 2024. Bonus ...
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 ...