We are pleased to announce the winners of the 2022 HM&M Excellence Awards. Ronna Beemer, Keith Phillips, and Veronica Balderas, all embody HM&Ms core values, and we couldn’t be more thankful and proud to have them be a part of our team!
Keith Phillips
Veronica Balderas
Ronna Beemer
Latest Blog
For families focused on long-term wealth preservation, dynasty trusts can be a powerful planning tool. When properly structured, ...
Tax-efficient wealth transfer using FLPs A family limited partnership (FLP) can be an effective estate and income tax-planning ...
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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 ...