Resources

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.

The Treasury Department has suspended the CTA filing requirement for U.S. businesses, signaling a major shift in compliance obligations. While the rule may still face legal challenges, domestic companies are no longer required to report beneficial ownership information—at least for now. HMV will continue to monitor and share the most current news relevant to this topic.

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.

Estate tax repeal: What would it mean for your legacy? Regardless of potential changes to tax laws, estate planning will always be essential.

Navigating through the maze of retirement plans for small businesses can be challenging, but with the right guidance, you can help your clients explore the most suitable options. From SIMPLE IRAs and SEPs to 401(k)s and Cash Balance Plans, the Retirement Plan Services team can help you ensure your clients not only meet their retirement goals but also optimize their financial health.

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality leads by leveraging relationships and shared networks. Explore how these strategies can help you expand your reach, reduce costs, and build lasting client relationships.

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top talent. Explore various commission structures, their benefits, and best practices for implementation in this comprehensive guide. Propel your business toward greater success with an incentivized sales force.

As year-end approaches, small business owners face crucial tax planning decisions that can impact their financial health. From leveraging deductions and managing cash flow to understanding the intricacies of the QBI deduction, this article offers strategic insights to optimize your tax position before ringing in the new year.

Explore the strategic benefits of partnering with the Retirement Plan Services group at HMV to enhance your service offerings, grow your business, and strengthen your relationships with clients.

With year-end approaching, it's the perfect time for strategic tax planning. This guide provides valuable insights—from evaluating your current tax status and identifying deductions to maximizing retirement contributions and managing investment gains—to help you reduce your tax burden effectively.