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Tax Tips for Homeowners

Updated: August 13, 2024 Tax laws give eligible homeowners a…

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2022 Year-End Tax Planning Tips for for Individuals

This is a brief overview of several year-end tax saving…

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2022 Year-End Tax Planning Tips for Businesses

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Meet the Manager: Aida Volpone, CPA

Aida Volpone is Meet the Manager What is your degree?…

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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…

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Balancing a Public Accounting Career and Family Demands

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Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver

Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and…

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TCJA: 20% Deduction for Qualifying Business Income Explained

The Tax Cuts and Jobs Act (TCJA) of 2017 had…

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Virtual Townhall: Investing in Gender Diversity and Women’s Leadership

*Copper Leaf Financial is holding a free virtual townhall on…

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2022 Year-End Tax Planning Tips

There are still actions you can take (up until December…

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Client Profile Update Form: 2022

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2022 Tax Tables Brochure

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Donna London, Senior Accountant, Named as a 2022 Rising Star

We are so excited to announce that Donna London, Senior…

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Five Valuable Tips as You Prepare to File FAFSA

Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…

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Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

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Eligibility and the New Student Loan Forgiveness Program

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VEDA Forgivable Loan Program opens Sept 15

Vermont Business Magazine – 9/13/2022. VEDA (Vermont Economic Development Authority)…

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Make an impact beyond your lifetime: Is it time to consider a charitable trust?

Michael L. Thompson, CAP®, AIF®, AEP®, is a Senior Wealth…

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VEDA Short-Term Forgivable Loan Program

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Veterinarians: Have you heard about the business intelligence tool from VetSuccess?

Veterinarians have an easy way to monitor patient compliance with…

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Beware: Top Identity Theft Scams and How to Protect Yourself

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Implications of the Proposed Republican Tax Bill

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The Spring 2025 Issue of Nonprofit Notes is Here!

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Staff Spotlight: Meet the Manager – Ashley Wilson

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Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

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Case Study: Navigating the Death of a Family Member

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