Resources

Crisis-Proofing Your Business: Strategic Response Tactics

Crisis-Proofing Your Business: Strategic Response Tactics

Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and financial planning tips to help your business recover and thrive.
The Capital Gains Tax Traps Even Savvy Investors Miss

The Capital Gains Tax Traps Even Savvy Investors Miss

Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
Historic FSA update: employers must act before year-end if they want to raise dependent care contribution limits

Historic FSA update: employers must act before year-end if they want to raise dependent care contribution limits

For the first time since 1986, dependent care flexible spending account limits are getting a major boost - rising from $5,000 to $7,500 for the 2026 plan year. But there's a critical catch: employers should amend their plan documents by December 31, 2025. Here's everything benefits administrators need to know to implement this historic change before time runs out.
Revocable vs. Irrevocable Trusts: What’s the Difference?

Revocable vs. Irrevocable Trusts: What’s the Difference?

Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you're building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.
Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families

Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families

Learn how families can build a lasting legacy and successfully transfer wealth across generations. Discover strategies for vision, governance, and tax efficiency with actionable insights from leading advisors.
How to Raise Prices Without Losing Customers

How to Raise Prices Without Losing Customers

Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and watched their margins expand. Others? It was a complete disaster. In this video, you'll learn the specific strategies that separate successful price increases from catastrophic failures.
When to Raise Your Prices

When to Raise Your Prices

Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business leaders still spend 80% of their time on everything but pricing. The real risk isn't raising prices, it's waiting too long to do it.
HMV Partner Receives 2025 ATHENA International Leadership Award

HMV Partner Receives 2025 ATHENA International Leadership Award

HMV is proud to congratulate Partner Ruth Moseley Norton on her selection as the 2025 ATHENA International Leadership Award recipient by the Greater Shreveport Chamber of Commerce.
2025 year-end tax moves for individuals & families

2025 year-end tax moves for individuals & families

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.
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.
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