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.

The founders of High Falls Advisors envisioned a firm that provided more than traditional investment management. Here's how we keep their integrated service model working for you.

Organizing your documents and clarifying your goals are keys to financial wellness. We've provided a checklist to help you keep track of your assets and information.