White Papers and Other References
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TaxCaddy Information
Overview page: Dashboard Creating your account and logging in for…
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Instructional Client Videos Net Client Portal Tutorial Davis & Hodgdon…
Vermont Business Resources
Davis & Hodgdon Associates is pleased to share this referral…
Tax Tips for Homeowners
Updated: August 13, 2024 Tax laws give eligible homeowners a…
2022 Year-End Tax Planning Tips for for Individuals
This is a brief overview of several year-end tax saving…
2022 Year-End Tax Planning Tips for Businesses
The following is a brief overview of year-end tax saving…
Meet the Manager: Aida Volpone, CPA
Aida Volpone is Meet the Manager What is your degree?…
IRS Reminder: Service providers, others may receive 1099-Ks for sales over $600 in early 2023
WASHINGTON — The Internal Revenue Service reminds taxpayers earning income…
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and…
TCJA: 20% Deduction for Qualifying Business Income Explained
The Tax Cuts and Jobs Act (TCJA) of 2017 had…
Virtual Townhall: Investing in Gender Diversity and Women’s Leadership
*Copper Leaf Financial is holding a free virtual townhall on…
2022 Year-End Tax Planning Tips
There are still actions you can take (up until December…
Client Profile Update Form: 2022
Please click here to access the secure form and update your contact…
Donna London, Senior Accountant, Named as a 2022 Rising Star
We are so excited to announce that Donna London, Senior…
Five Valuable Tips as You Prepare to File FAFSA
Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
*Copper Leaf Financial is holding a free virtual townhall on…
Eligibility and the New Student Loan Forgiveness Program
Jackie Winkler, Associate Wealth Advisor with our affiliated wealth planning…
VEDA Forgivable Loan Program opens Sept 15
Vermont Business Magazine – 9/13/2022. VEDA (Vermont Economic Development Authority)…
Make an impact beyond your lifetime: Is it time to consider a charitable trust?
Michael L. Thompson, CAP®, AIF®, AEP®, is a Senior Wealth…
VEDA Short-Term Forgivable Loan Program
We have some important information to share with you about…
Veterinarians: Have you heard about the business intelligence tool from VetSuccess?
Veterinarians have an easy way to monitor patient compliance with…