Announcing New Managing Shareholder/COO, Susan Adams

HM&M is thrilled to announce the transition of managing shareholder/COO from Carmel Wood to Susan Adams. Carmel, has served in this role for 11 years, and she has lead the firm to new growth and status. After many years of service, she is pleased to pass the baton to her fellow shareholder, Susan Adams. The HM&M Shareholder group voted and unanimously agreed that Susan Adams is the best candidate to take on this leadership role within the firm.

 

“In my new position, I will focus on improving HM&M’s culture to insure our firm continues to be a great place to work. HM&M has a rich history, and I want to build on that legacy as we strive to improve our culture. Another hope, is to continue building strong relationships with HM&M family, clients, and business connections throughout the community. Lastly, I want to personally practice daily gratitude and servant leadership to be the best managing shareholder/COO I can be.”

 

Susan joined HM&M in 2004 and has excelled through the firm. She is a talented tax professional, serving her clients and the industry at large in multiple leadership roles. She has clients across a number of industries: real estate, oil & gas, and retail. Learn more about Susan by reading her full bio by clicking here.

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 ...

Globe

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 ...

Payments Client Portal