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

Protecting family wealth across generations with dynasty trusts

For families focused on long-term wealth preservation, dynasty trusts can be a powerful planning tool. When properly structured, ...

Tax Tips

Tax-efficient wealth transfer using FLPs A family limited partnership (FLP) can be an effective estate and income tax-planning ...

Welcoming your first child? Tax considerations new parents need to know

Becoming a new parent is life-changing in many ways, and your tax situation is no exception. While sleepless ...

Latest News

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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 ...

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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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