Kim Lyons Named Shareholder

HM&M is pleased to announce Kim Lyons was named Shareholder of the firm effective January 1, 2018.  Thank you for everything you have brought to HM&M!

Latest Blog

The Secure 2.0 Act: Key Changes for Workplace Retirement Plans

On December 29th, 2022, President Biden signed the SECURE Act 2.0 into law, as part of the Consolidated ...

65-Day Election Deadline Approaches for Complex Trust and Estates

A complex trust or estate may make an election under Internal Revenue Code Section 663(b) to treat all ...

How To Evaluate Service Providers as a 401(k) Fiduciary

We often receive questions from clients about their 401(k) plans and recently had a client ask two thought ...

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IRS Increases Mileage Rate For Second Half of 2022

On June 9, the IRS released Announcement 2022-13, which modifies Notice 2022-3, by revising the optional standard mileage ...

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New Schedules K-2 and K-3 for Passthrough Entity Tax Returns

At the tail end of 2021, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3 effective ...

The Build Back Better Act – Update

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

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