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.
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1099 Season Is Here: What Employers Need To Know
Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.

Financial Survival Guide for Startups
Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.

New year, new rules: What to know about IRS changes taking effect this month
The IRS and Congress have enacted tax law changes and regulatory updates that take effect this month and will impact individual taxpayers, employers, retirement plan sponsors, and businesses of all sizes. From tax filing to retirement planning, here are a few key things you should know about what’s new this year.

App-Based Fuel Discount Program Fees are Treated as Taxable Data Processing in Texas
The Texas Comptroller has determined through a recent private letter ruling that fees from an app-based fuel discount program are indeed treated as taxable data processing services. Businesses should consult a tax advisor to understand the impact.

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
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
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?
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.

Trump accounts: Top 5 considerations for individuals and employers
Learn how Trump accounts affect family savings, gifting, and employee benefits, with practical planning tips.

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
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
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 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
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
Discover permanent tax benefits for real estate under the OBBB, including 199A deductions, 100% bonus depreciation, and Opportunity Zone strategies.
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