Resources

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.

Learn effective succession planning tactics tailored for private clients and high-net-worth families aiming to secure their family business' future.

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.

Learn more about several new taxpayer penalties introduced in the Big Beautiful Bill.

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.

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.

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.

Learn how tax items in the Big Beautiful Bill will affect the real estate and construction industries.

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.

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.

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

Today’s most profitable dental practices share a common formula: automate repetitive front-office work, match the right people to the right tasks, and deploy patient-friendly tech that accelerates cash flow. By combining quick wins like digital check-ins, contactless payments, and flexible in-house financing with deeper cost-saving tactics such as renegotiating supplier contracts and tracking chair-time KPIs (as outlined in this guide to uncovering savings without harming the patient experience), you can help cut overhead, collect faster, and still deliver the personalized care that keeps patients coming back.

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.

The One Big Beautiful Bill (OBBB) restores the immediate deductibility of domestic research and experimental (R&E) expenditures by rolling back key portions of the 2017 Tax Cuts and Jobs Act. Under the OBBB, companies can again expense qualified domestic R&E costs in the year incurred rather than capitalize and amortize them over five years. The legislation also introduces transition rules that let taxpayers retroactively apply the new deductibility to 2022 and 2023 costs, potentially unlocking refunds or reducing current-year tax liabilities. In addition, OBBB aligns Section 280C with the restored deduction, refining the interplay between R&E expense treatment and the research credit. Together, these changes offer meaningful cash-flow relief and fresh planning opportunities for businesses investing in U.S. innovation.

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.