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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How OBBBA tax changes affect energy companies
Big Beautiful Bill tax implications for the energy sector, including oil, gas and utility companies.
Beyond Cybersecurity Awareness Month: Building AI Strategies That Protect and Perform
As Cybersecurity Awareness Month concludes, middle market executives face a critical challenge: implementing transformative AI technologies while maintaining robust data protection. Recent surveys show cybersecurity concerns remain the top barrier to AI adoption, leaving many companies struggling to balance innovation with security requirements. HMV's Innovation & Advisory team believes in a strategic four-step approach that emphasizes identifying AI opportunities, analyzing ROI, and implementing solutions that drive growth without compromising critical assets.
Establishing an AI strategy and implementation plan that fits your organization
Four steps to establishing an AI strategy and implementation plan that can right-size your AI investments and priorities. Read more.
What Tax-Saving Strategies Should Dental Practice Owners Consider Before 2026?
Dental practice owners should consider leveraging these tax credits and deductions following the One Big Beautiful Bill of July 2025. Consulting a tax advisor is recommended to navigate state-specific tax impacts.
How Strategic Tax Planning Saved Software Engineers Millions in Their Business Exit
When two software engineers decided to sell their custom solutions company, they faced a maze of tax implications that could have cost them hundreds of thousands in unnecessary taxes. This case study reveals how strategic tax consulting and proper transaction structuring transformed a potentially costly exit into a tax-efficient success story—and what other business owners can learn from their experience.
Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale
Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale.
Artificial intelligence—Ready or not?
Explore strategies to assess a target company’s AI readiness as part of private equity due diligence.
Building Digital Resilience: Why Cybersecurity is Every Rural Utility’s Business
As October's Cybersecurity Awareness Month reminds us, digital threats don't respect organizational size or community mission. For rural utilities across America—trusted stewards of essential infrastructure and guardians of member data—cybersecurity has evolved from an IT concern to a fundamental business imperative. Finance professionals in these organizations find themselves serving dual roles as financial stewards and cyber defenders, managing sensitive data and critical transactions while often lacking formal cybersecurity training. Through strategic partnerships, comprehensive planning including Written Information Security Programs (WISP), and cultural transformation, these organizations can turn their greatest vulnerability into their strongest asset for building cyber resilience.
Charitable giving gets a tax makeover: What you need to know for 2026 and beyond
Learn about new charitable deduction rules under OBBBA and how to plan smarter giving strategies for 2026 and beyond.
Government Shutdowns and the Hidden Impact on Taxpayers
Understanding the impact of a federal government shutdown on everyday Americans and taxpayers.
Cost Analysis: Turning Hidden Numbers into Smarter Decisions
Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Using POD and TOD Accounts in Your Estate Plan
Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
Creating a blueprint for cybersecurity resilience
Proactive cybersecurity measures and resilience plans are essential to mitigate risks and protect sensitive data.
6 Key Tech Industry Insights and What They Mean for Your Business
Insights on the 6 Key Tech Industry Insights and What They Mean for Your Business.
From Paper to Progress: A Nonprofit’s Strategic Guide to Back-Office Automation Success
As nonprofit organizations face mounting pressure to maximize impact while maintaining transparency, back-office automation has emerged as a critical pathway to operational excellence. This comprehensive guide explores how nonprofits can overcome common barriers—limited budgets, technical constraints, and data security concerns—to successfully implement automation solutions that streamline operations, enhance donor relationships, and improve financial oversight. Discover strategies, current trends, and actionable recommendations for navigating the unique challenges facing today's nonprofit sector.
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