The recently passed One Big Beautiful Bill Act has brought about several changes to the federal tax system beginning in 2025. Most notably, there’s been an increase in the State and Local Tax (SALT) deduction and an introduction of several new deductions.

As we near the end of 2025, here's a practical checklist of items to consider that may impact your taxes, investments and long-term financial plan.

In recognition of Charitable Giving Month, Ken Burke shares practical tips to help you plan for the 2025 tax season. He covers important tax dates in November and December, key tax numbers to know, and three charitable giving ideas to consider before year-end.

As America contemplates its fiscal future, the Senate has rolled out a sweeping piece of legislation that’s equal parts tax reform, healthcare overhaul and economic gamble. Here’s what you need to know.

Upcoming elections and federal tax changes may impact your financial portfolio. We've provided the most current updates to help you stay prepared in uncertain times.

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.