Resources

The Overlooked Importance of HR in Growing Businesses
For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.

How the One Big Beautiful Bill Act Will Transform Telecom Tax Strategy
The One Big Beautiful Bill Act (OBBBA) introduces significant tax advantages for telecommunications companies, including enhanced deductions that will improve cash flow and drive innovation. Key provisions affect 100% bonus depreciation and R&D expense treatment, while changes to intangible asset management and foreign earnings rules may require telecom companies to reevaluate their global IP strategies. These technical updates translate to real opportunities for accelerated capital investment and stronger financial positioning in an increasingly competitive market.

Heard, McElroy & Vestal, LLC Announces New Affiliation
Heard, McElroy & Vestal, LLC (HMV) announced today the addition of a new wholly-owned affiliate, HMV Retirement Plan Advisors, LLC, dedicated to supporting businesses and their employees in reaching their retirement goals. The team consults with employers through every phase of their retirement benefit programs, from plan design to preparing plan documents, allocations, compliance testing, distributions and loan calculations. Learn more about HMV Retirement Plan Advisors at www.hmvretirement.com.

HMV Honors Employee with Inaugural Heart of Shreveport Award
In a celebration filled with joy, applause, and heartfelt admiration, Vickie Winn was honored Friday with the inaugural Heart of Shreveport Award at Holy Angels. Nominated by her colleagues at Heard, McElroy & Vestal (HMV) for her unwavering kindness, creativity, and quiet leadership, Winn received the award from HMV before an audience of friends, colleagues, Holy Angels residents, staff, and community leaders — including Shreveport Mayor Tom Arceneaux.

Transitioning a Family Business to the Next Generation
Learn effective succession planning tactics tailored for private clients and high-net-worth families aiming to secure their family business’ future.

Family offices and the One Big Beautiful Bill Act: Implications of tax changes
The One Big Beautiful Bill Act (OBBBA) introduces transformative tax provisions with significant implications for family offices. By enhancing tax efficiency, solidifying long-term planning tools, and increasing flexibility in structuring investments and transfers, the OBBBA enables more robust multigenerational wealth strategies.
Read on for more on how tax changes in the Big Beautiful Bill affect family offices and legacy planning.

New penalties for taxpayers in the One Big Beautiful Bill Act
Learn more about several new taxpayer penalties introduced in the Big Beautiful Bill.

Heard, McElroy & Vestal, LLC Named in Top 200 Firms in U.S.
Heard, McElroy & Vestal, LLC (HMV) has been named a “Top 200 Firm” and one of the “Fastest-Growing Firms” by INSIDE Public Accounting (IPA). HMV was also recently recognized as a Locals Love Us award winner, listed in Forbes as one of America’s Top Recommended Tax and Accounting firms, and its managing partner was named to the Forbes’ 2025 America’s Best-in-State CPAs list.

Three Trends That Will Fuel the Adoption of AI
AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.

Untapped Wealth Beneath Our Feet: Navigating the New Lithium Rush in the Ark-La-Tex
The race for lithium, a key resource for clean energy, is intensifying with vast deposits beneath California’s Salton Sea and the Ark-La-Tex region coming into focus. These areas promise significant economic gains and energy independence as innovations make extraction more feasible, yet environmental considerations and mineral rights negotiations remain critical. Explore how these developments could reshape America’s energy landscape.

Real estate and construction and the OBBBA: Implications of tax changes
Learn how tax items in the Big Beautiful Bill will affect the real estate and construction industries.

The OBBBA Car Loan Tax Deduction
If you’re shopping for a new car, there’s a limited-time tax break that could save you thousands of dollars. However, there’s a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.

How to Reduce Turnover in Your McDonald’s Restaurant: An Insider’s Look
Struggling with employee turnover? Learn strategies to improve retention through better training, staff recognition, workplace culture, and operational reinvestment. Want more ideas to strengthen your restaurant operations and keep your top performers? Give our team of CPA and business advisory professionals a call.

How financial services organizations are embracing AI
RSM data shows how financial services organizations are embracing AI. Learn more.

Boost Profits and Patient Experience: Smart Savings for Modern Dental Practices
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