HM&M Excellence Awards

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

Did You Know? The Upcoming Changes Impacting Estate and Gift Tax Law

The landscape of gift and estate tax planning is experiencing significant shifts, with the upcoming 2026 sunset looming ...

2024 Qualified Charitable Distribution – $105,000

Are you planning to make a Qualified Charitable Distribution (QCD) in 2024? Yes? Then read on … A ...

2023 v 2024 Changes

Please refer to the list below for some changes that will be made for 2023 v 2024. Bonus ...

Latest News

road with cars and sunset

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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