Resources

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

Heard, McElroy & Vestal, LLC Announces Addition of New Partners
SHREVEPORT, LA, July 1, 2025 – Heard, McElroy & Vestal, LLC (HMV) is proud to announce the promotions of Kelsi S. Dickerson, CPA, Elizabeth G. Killough, CPA, and Malia Wollerson, CPA to partner, effective July 1, 2025.

Business Taxation Opportunities and Challenges in the One Big Beautiful Bill

Modernizing family office tax operations
Evolving tax policies create urgency for family offices to evaluate their tax operating model. A modern tax function is a platform for value creation, risk management and informed decision making. Rethinking the operating model requires a focus on strategic alignment, not just cost containment.

Don’t forget the upcoming 401(k) audit deadline
Summer’s not just about sunshine—it’s also crunch time for 401(k) audits. If your organization has a retirement plan, this season could bring key audit deadlines. Don’t worry—we’ve put together a simple guide that breaks down when an audit is needed, common missteps to watch for, and tips to make the whole process easier. Stay ahead of the game and keep things running smoothly—so the only thing catching you off guard this summer is a surprise vacation day.

Congress passes tax bill addressing TCJA extensions and business tax relief
Read more about the tax changes in the Big Beautiful Bill, such as SALT and clean energy, and how they could affect business and individual taxpayers.

Scenario Planning: A Roadmap for Business Agility
In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company’s resilience and growth potential.

Impersonation Fraud: Internal Controls for Front Line Defense
Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about safeguards your company can use to block these look-alike attacks.

What to do if you receive a notice from the IRS
Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.

What are cash balance retirement plans?
Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals – or if it’s something to skip altogether.
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