A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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We all want to be sure that our dollars are going to worthwhile causes with the greatest positive impact that are aligned with our good intentions and wishes.
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Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Many of your clients are involved with corporate giving in some way that offer programs for community involvement and charitable giving.
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This is the time of year when the days are busy for both advisors and clients. Use this quick checklist to make sure you know these timely suggestions.
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If you’re planning on making end-of-year charitable donations, there are a few questions to ask yourself.
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HCF works with you and other advisors to help charities facilitate gifts of assets.
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Considering donating to a cause? There's a few things you should check first.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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