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
No results found.
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
Automating Your Nonprofit Back Office for Efficiency and Impact
Imagine a nonprofit where paperwork takes over. Automation can streamline operations, reduce errors, and enhance transparency.
Navigating the New Frontier of Fraud Risk: A Strategic Guide for Regulated Industries
As digital transformation accelerates across banking, fintech, healthcare, and life sciences, fraud schemes are becoming increasingly sophisticated and harder to detect. With regulatory scrutiny intensifying and financial losses mounting, organizations can no longer rely on traditional fraud prevention methods. This comprehensive analysis examines the evolving fraud landscape in heavily regulated industries and provides actionable insights for building robust, modern fraud risk assessment frameworks. Learn how leading organizations are identifying vulnerabilities, strengthening controls, and staying ahead of emerging threats in today's complex regulatory environment.
Is your business ready? Red flags that demand a modern fraud risk assessment
A modern fraud risk assessment is no longer just a leading practice, it's essential to stay ahead of threats. Learn more.
Preparing Your Business for Exit: A Practical Guide
Preparing to sell your contracting business? Follow this step-by-step guide on timing, deal team, valuation, diligence, and working capital to maximize value.
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.
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.
No results found.
Building Relationships and Providing Opportunities