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.

As we approach the end of the year, we asked our staff to take a moment to reflect on what they are grateful for. Here is what they said.

At High Falls Advisors, we're passionate about supporting our local communities and charitable organizations. Here are just some of the ways our team members give back.

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.