Resources

How the Student Loan Debt Relief Plan works

How the Student Loan Debt Relief Plan works

President Biden announced a plan to extend the pause on student loan repayments and offer student loan forgiveness to millions of borrowers. Under the Student Loan Debt Relief Plan, eligible borrowers will have up to $20,000 of their student loans forgiven. Watch this video to learn more about the program.
Economic headwinds: Oil and gas sector

Economic headwinds: Oil and gas sector

RSM examines what economic headwinds mean for the oil and gas sector, which is faring better than the overall economy.
The Clean Vehicle Tax Credit Program

The Clean Vehicle Tax Credit Program

The Inflation Reduction Act includes the Clean Vehicle Tax Credit program which provides tax credits for purchasing electric vehicles. Learn about the tax credits and limits on qualifications.
Research and Development Tax Credits

Research and Development Tax Credits

While most companies expense the cost of research and development activities, most fail to take advantage of the R&D tax credit. Learn how the tax credit works and what expenses qualify for it.
Overview and Benefits of a Stock Option Plan

Overview and Benefits of a Stock Option Plan

A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.
Preparing Your Business for a Recession

Preparing Your Business for a Recession

A recession can be challenging for any business. However, business owners can take steps to prepare for a recession and position their companies for growth as the economy recovers. In this video, we'll provide six tips to help you and your business prepare for a recession.
Tips for Raising Financially Literate Young Adults

Tips for Raising Financially Literate Young Adults

Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we’ll cover six tips to help your children learn about saving, spending and investing.
Supervisory Priorities for 2022 Released by the NCUA

Supervisory Priorities for 2022 Released by the NCUA

< Back to the Resource GalleryHeard, McElroy & Vestal is a team of professionals working to assure the best possible service for you. When ...
Succession Planning for Nonprofits

Succession Planning for Nonprofits

Grooming future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.
Growing your Business Through Mergers and Acquisitions

Growing your Business Through Mergers and Acquisitions

< Back to the Resource GalleryHeard, McElroy & Vestal is a team of professionals working to assure the best possible service for you. When ...
Preparing your business for an exit

Preparing your business for an exit

Selling your business is a significant undertaking that requires foresight, thoughtful planning, and an honest look at you and your business. If done correctly, it is an exciting time that results in the funds and freedom to begin a new adventure in life. Learn about steps you can take to prepare for the sale of your business.
Protecting Your Company From Ransomware

Protecting Your Company From Ransomware

Ransomware is a significant threat for business owners of any size, and the damages can be catastrophic. This video will explain what ransomware is and provide seven tips on protecting you and your company.
How Cryptocurrency Transactions Are Taxed

How Cryptocurrency Transactions Are Taxed

As use of cryptocurrency has been growing, many users aren't aware of the tax rules and regulations that govern cryptocurrency transactions. In this video, we'll explain how and when cryptocurrencies are taxed, as well as how to report transactions to the IRS.
There Is Still Time To Make an IRA Contribution for 2021

There Is Still Time To Make an IRA Contribution for 2021

A great way to reduce taxable income while saving for the future is by contributing to an Individual Retirement Account. Learn about IRAs including the deadline to contribute, limits and tax deductibility.
The Benefits of Hiring an Outsourced CFO

The Benefits of Hiring an Outsourced CFO

When it comes to running any organization, proper financial management is critical. One of the most important decisions you'll make is if and when to hire a Chief Financial Officer. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.