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
Why estate taxes aren’t the only inheritance-related costs to consider
Unlocking Tax Relief: OBBB’s Impact on Government Contractors
No results found.
All Resources
Industries
Service
- All Services
- Accounting & Bookkeeping
- Audit & Assurance
- Banking Advisory
- Business Advisory
- Business Tax
- Data Digital Services
- Digital Transformation / IT Advisory
- General Advisory
- M&A / Exit Planning
- Private Client Services
- Retirement & Financial Planning
- Tax
- Tax Advisory & Compliance
- Tax Services
- Valuation Services
- Wealth Management
Sort by
- Default
- Date
- Title
Federal innovation grants for small businesses renewed through 2031
The Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs have been reauthorized and extended through September 30, 2031. The reauthorization includes several notable changes, including higher funding ceilings, expanded agency participation, new foreign-entity security screening requirements, and a new large-award allocation for qualifying businesses. Small businesses engaged in applied research and development across a broad range of industries should take note of these programs as a potential source of non-dilutive grant funding.
Filed an extension? How to use the time between now and October 15th
Filing a tax extension buys you time, but only if you use it wisely. From revisiting your April payment estimate to gathering missing documents and staying on top of current-year obligations, the months between now and October 15th are a valuable planning window. Read on to learn how to make the most of your extension and avoid a costly repeat of the same tax challenges next year.
Protect Your Bottom Line: 10 Common Property Tax Compliance Mistakes and How to Fix Them
Protect Your Bottom Line: 10 Common Property Tax Compliance Mistakes and How to Fix Them.
Turning RMDs Into a Strategic Advantage
Required Minimum Distributions often feel like a penalty for saving well, but they don't have to drain thousands in avoidable taxes. With strategic planning, especially in the years before RMDs begin, retirees can reduce future tax exposure, avoid Medicare surcharges, and maintain more control over their income. The key is moving beyond simple compliance and treating RMDs as part of a coordinated, long-term strategy.
Making Hiring Work for Small Businesses
Hiring looks different today than it did even a few years ago - and for small business owners, the result is often the same: inboxes flooded with resumes, scattered candidate folders, and great applicants slipping through the cracks. The right hiring software doesn't make the process impersonal or complicated; it gives you back control so you can focus on finding the right fit.
The USPS postmark change you need to know about before you mail anything tax-related
A USPS rule change means that the postmark on your tax-related mail may no longer reflect the day you actually dropped it off, and the IRS still uses that postmark to determine whether you filed on time. For taxpayers in rural areas especially, this gap could be the difference between a timely filing and a costly late penalty. Read on to understand exactly what changed, why it matters, and the simple steps you can take to protect yourself.
Unusual grants for nonprofits: public charity status and the IRS ruling process
Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.
Behind the Humor: The Tax Misunderstandings That Cost Real Money
Laugh at the most relatable tax misunderstandings – then learn the real rules on service animals, business travel, multi-state filing, and how the IRS actually detects discrepancies.
The Great Pretender: How AI Makes Tax Scams Look Legit
How AI Makes Tax Scams Look Legit. Here are the four most prominent AI-driven tax scams currently circulating.
Heard, McElroy & Vestal Recognized as 2026 Regional Leader
Heard, McElroy & Vestal (HMV) has been named a 2026 Regional Leader (Gulf Coast) by Accounting Today as part of the publication’s annual Top 100 Firms and Regional Leaders report.
Spring cleaning your finances: eliminating subscription and asset drift
Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A periodic review of your recurring charges, overlooked assets, and automated systems can uncover savings and restore clarity. Learn simple steps to ensure your money and financial systems are working as efficiently as possible.
LIFO Tax Benefits: Timing Matters in a Tariff-Inflation World
Explore how LIFO’s inventory accounting aligns with tariff inflation, helping CFOs and tax leaders increase tax deferrals and maintain margins.
Payroll Tax Refunds After M&A — Is Your Business Eligible?
Companies that have experienced M&A activity or internal reorganizations within the past three years may be eligible for refunds on overpaid payroll taxes.
Don’t Leave Charitable Deductions on the Table
High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.
Protecting Your Family’s Finances in an Economic Downturn
When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don't require panic - they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.
No results found.
Building Relationships and Providing Opportunities