Client Messages

Coronavirus Tax Update 4-1-20

Dear Clients: The current coronavirus pandemic has led to abrupt and dramatic changes in the financial world as the government works to create order and stability in this difficult time. We are reaching out now to update you on a few particularly time-sensitive issues...

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Investor Message February 2020

Dear Valued Client: Financial markets have come under pressure as they assess the impact of the coronavirus (COVID-19) outbreak. We wanted to take a moment to share our thoughts on the current market activity, provide perspective on this recent volatility, and invite...

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HCA Client Alert – SECURE Act

The SECURE Act (officially the “Setting Every Community Up for Retirement Enhancement Act of 2019”) was signed into law on December 20, 2019. This law changed a number of retirement-related and other tax provisions. The legislation is very new and there are sure to be...

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HCA Charitable Giving Strategies for 2019

The new tax law that went into effect last year did not make major direct changes to the laws governing charitable donations, but tangential effects of other provisions of the law have served to focus new attention on some existing charitable giving techniques. This...

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