Accounting, Tax, Audit & Advisory Insights
Explore the HMV Resources Hub for timely insights on accounting, tax, audit, and advisory topics.
Our articles, guides, and tools are developed by HMV professionals and enhanced through our Aprio Alliance membership, giving you access to broader perspectives and specialized expertise to navigate complex decisions with confidence.
Featured Resources
Real Estate — Estate Planning and Wealth Transfer Strategies
Beyond the Will: The Comprehensive Estate Planning Guide for High-Net-Worth Families
Building a People First CPA Firm | With Roy E. Prestwood | The Business Spotlight
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Real Estate — Estate Planning and Wealth Transfer Strategies
Learn how trusts, valuation discounts, entity structures, and basis step-up strategies can help real estate owners preserve wealth and reduce taxes.
Selling a business, rental, or large asset this year? Call your CPA before you sign.
Selling a business, rental property, or other large asset triggers a range of tax consequences, including capital gains tax, depreciation recapture, and the net investment income tax, that can result in a significantly larger bill than most sellers anticipate. Tools like installment sale elections, deal structure adjustments, and strategic closing timing can reduce that exposure, but most of them require action before the transaction is finalized. A conversation with your CPA before you enter active negotiations is the most reliable way to protect your after-tax proceeds.
Tax Strategies For Rising Income
A jump in income is good news, but it also triggers a chain of tax decisions that most people don't see coming until it's too late to act. From phaseouts and surcharges to retirement account mismatches and withholding gaps, the real planning opportunity happens before year-end, not at tax time. Here's what you need to know to stay ahead of a higher tax bracket.
Post-Tax Season Checklist for Small Business Owners
Tax season may be over, but your completed return holds valuable insights that can help you run a stronger business for the rest of the year. From fixing your bookkeeping systems and building a mid-year budget to reviewing worker classifications and your business insurance, there are five key areas worth addressing while the numbers are still fresh. Taking action now, rather than waiting until the next deadline, puts you in a far better position heading into year-end.
Beyond the Will: The Comprehensive Estate Planning Guide for High-Net-Worth Families
Aprio Insights on the Beyond the Will: The Comprehensive Estate Planning Guide for High-Net-Worth Families. Read the article.
HMV Marketing Director Receives Statewide Recognition
HMV is proud to congratulate Marketing Director Tricia Webb Grayson, APR, on being selected as the recipient of the 2026 Public Relations Association of Louisiana (PRAL) Professional Achievement Award.
Building a People First CPA Firm | With Roy E. Prestwood | The Business Spotlight
Roy E. Prestwood, Managing Partner at Heard, McElroy & Vestal, LLC CPA, recently sat down with Everardo Recendiz from the Business Spotlight Series to discuss leadership, business growth, team culture, client relationships, and the future of professional services.
Beyond the 1031: Three Gain Deferral Strategies Every Real Estate Investor Should Know
Insights on the Beyond the 1031: Three Gain Deferral Strategies Every Real Estate Investor Should Know.
NP Contributions: What Counts and When to Record It
Learn how nonprofits assess funding as a contribution or exchange and evaluate timing, conditions, restrictions, and noncash contributions under U.S. GAAP.
Breaking Barriers & Building Legacies: How Women Can Crush Financial Disparities
Women face unique financial challenges. Learn how to close the wealth gap, maximize retirement savings, and build lasting financial independence.
Business Exit Planning: How to Leave Your Company on Your Terms
Discover how a comprehensive exit plan helps business owners preserve wealth, minimize taxes, and protect the legacy they've built — on their own terms.
Building Financial Clarity: Outsourced Accounting for Growing Construction Companies
Construction companies face layered financial challenges that intensify with every stage of growth. Outsourced accounting offers contractors a path to greater visibility, stronger controls, and financial operations that keep pace with the demands of an evolving business.
The Great Wealth Transfer’s Impact to Real Estate Owners and Investors
Explore strategies you can leverage for 'The Great Wealth Transfer.' Learn how DSTs, 721 exchanges, and Opportunity Zones can help you transition to passive ownership.
Managing Partner of Heard, McElroy & Vestal, LLC Recognized Again on Forbes Best-In-State CPA List
Heard, McElroy & Vestal, LLC (HMV) is proud to announce that Managing Partner Roy E. Prestwood, CPA, has once again been named to Forbes' America's Best-in-State CPAs list -- making him the only CPA in North Louisiana to hold this distinction. With more than three decades of public accounting experience and a career defined by service to clients, the profession, and the Ark-La-Tex community, Roy's continued recognition reflects the excellence and integrity at the heart of HMV.
Fraudulent C53E Notices
The IRS issued more than 1.4 million CP53E notices this tax season, and scammers have taken notice. While a legitimate CP53E simply means the IRS could not complete your direct deposit refund due to missing or incorrect banking information, fraudulent versions of this notice are now circulating. Knowing how to tell the difference, and what to do if you receive one, could protect you from becoming a victim of identity theft or financial fraud.
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