2021 Holiday Gift Drive in Rutland and Chittenden Counties
As is our holiday tradition, the staff at Davis &…
Virtual Town Hall Recording: ETFs and Your Investment Portfolio
To view the recording of this 01/12/2022 virtual townhall please…
Meet the Associate: Jackie Winkler
Jackie is an Associate Wealth Advisor with our affiliated financial…
It’s time to review your year-end tax plans
It’s time to review your year-end tax plans, now that…
New Higher Estate And Gift Tax Limits For 2022
The official estate and gift tax exemption climbs to $12.06…
Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe
To view the recording of this 12/2/2021 virtual townhall please…
How to Balance Saving for Retirement and Your Kids’ Education
Achieving your goals takes patience and time – but starting…
Vermont small businesses received $1 billion from SBA in FY21
The Small Business Administration Vermont District Office supported approximately $1…
Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online
Copper Leaf Financial, our affiliated and separately registered financial planning…
How to Lower Your 2021 Tax Bill
What you do between now and the end of the…
Your Master List: A Guide for Your Family, Agent, and Executor
If you were to become incapacitated or die tomorrow, would…
6 Year-End Tax Planning Moves For Small Business Owners
While tax season 2022 may be months away, New Year’s…
Virtual Townhall: What Every Family Should Know About Trusts
Virtual Townhall: What Every Family Should Know About Trusts Tuesday,…
Common Good VT Announces Webinar Training Opportunities Through 2021
Common Good VT has announced their October-December webinar partnerships! …
Meet the Associate: Lori Pavich
Lori is a Remote Staff Accountant for the firm’s Client…
Meet the Associate: Lori Pavich
Matt Cleare has been advising Davis & Hodgdon business clients…
Business Owners: Now is a Good Time to Review Your Choice of Entity
As we approach the end of 2021 this is a…
$10 million in Vermont capital improvement grants now available
ACCD Accepting Applications for First Phase of New Capital Program…
Expanded tax benefits help individuals and businesses give to charity during 2021
Deduction for individuals who don’t itemize; cash donations up to…
Vermont Department of Taxes issues refunds to unemployment benefit recipients
The Vermont Department of Taxes has begun issuing refunds to…
Did Your Business Suffer During the Pandemic?
If your business, like so many others, struggled as a…
Tax Credits for Going Green
These three federal tax credits may help defray part of…
Manager: Financial Controller (Remote)
For over 30 years Davis & Hodgdon Associates CPAs has…