In December, HFA hosted a guest speaker event for our clients at Locust Hill Country Club. The event featured cybersecurity professionals at Fidelity who discussed the current cyber fraud threat landscape, explained how Fidelity works to protect your accounts, and shared best practices for safeguarding yourself against online threats.

HFA clients are invited to attend a guest speaker event at Locust Hill Country Club on Tuesday, December 3, 2024. In this presentation, experts from Fidelity’s Enterprise Cybersecurity group will discuss the current cyber fraud threat landscape, how Fidelity works to protect your accounts, and how you can better protect yourself from those threats.

Effective January 1, 2024, many companies in the U.S. must report information about their beneficial owners—the individuals who ultimately own or control the company—to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

Keeping financial documents organized can be a challenge. We’ve created a quick guide to help you determine what to keep and what to toss.

Our team at High Falls is ready for tax season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.

High Falls Advisors is pleased to announce a new partnership with 55ip, a financial technology company that helps innovative advisor firms across the country break down key barriers, such as taxes, to clients’ financial progress.