Archives: August 2021

Recent Stimulus Payment Letters from White House Can Be Misunderstood

Aug 30, 2021
You may have received a letter from The White House recently that addresses the American Rescue Plan payments. The letter may provide a total amount of direct payments that were direct deposited to your…

Creating A Charitable Legacy

Aug 26, 2021
Some may feel uncomfortable about leaving their charitable mission in another’s hands, but it also might not be practical or optimal to donate all the dollars you wish within your lifetime.

Virtual Townhall: Investing in Vermont’s Communities

Aug 24, 2021
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will Belongia, Executive Director of the VCLF for Copper Leaf’s next townhall event.

Meet The Expert: Matt Cleare

Aug 23, 2021
Matt Cleare has been advising Davis & Hodgdon business clients for 8 years. He brings a wealth of experience to the table having worked in the private and public sector and specializing in accounting, business management and strategy, tax, and finance.

PPP Borrowers File for Forgiveness

Aug 19, 2021
The Small Business Administration Vermont District Office is reminding Paycheck Protection Program (PPP) borrowers to submit their "forgiveness" paperwork. If borrowers do not apply for forgiveness within 10 months after the last day of the covered period, then PPP loan payments are no longer deferred, and borrowers will begin making loan payments to their PPP lender.