Resources

Navigating Real Estate Taxes Under the OBBB: Key Opportunities for Owners, Developers & Investors

Navigating Real Estate Taxes Under the OBBB: Key Opportunities for Owners, Developers & Investors

Discover permanent tax benefits for real estate under the OBBB, including 199A deductions, 100% bonus depreciation, and Opportunity Zone strategies.
How OBBBA tax changes affect energy companies

How OBBBA tax changes affect energy companies

Big Beautiful Bill tax implications for the energy sector, including oil, gas and utility companies.
Beyond Cybersecurity Awareness Month: Building AI Strategies That Protect and Perform

Beyond Cybersecurity Awareness Month: Building AI Strategies That Protect and Perform

As Cybersecurity Awareness Month concludes, middle market executives face a critical challenge: implementing transformative AI technologies while maintaining robust data protection. Recent surveys show cybersecurity concerns remain the top barrier to AI adoption, leaving many companies struggling to balance innovation with security requirements. HMV's Innovation & Advisory team believes in a strategic four-step approach that emphasizes identifying AI opportunities, analyzing ROI, and implementing solutions that drive growth without compromising critical assets.
Establishing an AI strategy and implementation plan that fits your organization

Establishing an AI strategy and implementation plan that fits your organization

Four steps to establishing an AI strategy and implementation plan that can right-size your AI investments and priorities. Read more.
What Tax-Saving Strategies Should Dental Practice Owners Consider Before 2026?

What Tax-Saving Strategies Should Dental Practice Owners Consider Before 2026?

Dental practice owners should consider leveraging these tax credits and deductions following the One Big Beautiful Bill of July 2025. Consulting a tax advisor is recommended to navigate state-specific tax impacts.
How Strategic Tax Planning Saved Software Engineers Millions in Their Business Exit

How Strategic Tax Planning Saved Software Engineers Millions in Their Business Exit

When two software engineers decided to sell their custom solutions company, they faced a maze of tax implications that could have cost them hundreds of thousands in unnecessary taxes. This case study reveals how strategic tax consulting and proper transaction structuring transformed a potentially costly exit into a tax-efficient success story—and what other business owners can learn from their experience.
Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale

Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale

Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale.
Artificial intelligence—Ready or not?

Artificial intelligence—Ready or not?

Explore strategies to assess a target company’s AI readiness as part of private equity due diligence.
Building Digital Resilience: Why Cybersecurity is Every Rural Utility’s Business

Building Digital Resilience: Why Cybersecurity is Every Rural Utility’s Business

As October's Cybersecurity Awareness Month reminds us, digital threats don't respect organizational size or community mission. For rural utilities across America—trusted stewards of essential infrastructure and guardians of member data—cybersecurity has evolved from an IT concern to a fundamental business imperative. Finance professionals in these organizations find themselves serving dual roles as financial stewards and cyber defenders, managing sensitive data and critical transactions while often lacking formal cybersecurity training. Through strategic partnerships, comprehensive planning including Written Information Security Programs (WISP), and cultural transformation, these organizations can turn their greatest vulnerability into their strongest asset for building cyber resilience.
Charitable giving gets a tax makeover: What you need to know for 2026 and beyond

Charitable giving gets a tax makeover: What you need to know for 2026 and beyond

Learn about new charitable deduction rules under OBBBA and how to plan smarter giving strategies for 2026 and beyond.
Government Shutdowns and the Hidden Impact on Taxpayers

Government Shutdowns and the Hidden Impact on Taxpayers

Understanding the impact of a federal government shutdown on everyday Americans and taxpayers. 
Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
Creating a blueprint for cybersecurity resilience

Creating a blueprint for cybersecurity resilience

Proactive cybersecurity measures and resilience plans are essential to mitigate risks and protect sensitive data.
6 Key Tech Industry Insights and What They Mean for Your Business

6 Key Tech Industry Insights and What They Mean for Your Business

Insights on the 6 Key Tech Industry Insights and What They Mean for Your Business.
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