The HFA tax team is ready for the season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.

Congress passed the Secure Act 2.0 as a part of the $1.7 trillion Consolidated Appropriations Act of 2023. We've outlined the IRA provisions impacted by this new legislation.

In the spirit of giving this holiday season, both acts of charity and taxes come to mind. Charitable giving plays an important role in managing both income and estate taxes.

On Giving Tuesday, we celebrate the season by doing good. This year, we wanted to highlight a tax-planning strategy that not only supports qualified charities, but can also satisfy your IRA distribution requirements.

Roth conversions are a popular planning strategy for those in the know. We break down the strategy and reasons for using it along with the most common objection we hear.

2022 has been an eventful year for investors. In our quarterly review, we examine past trends and future possibilities to put the current bear market into better context.