Two-year Reprieve from Roth Catch-up Requirement for High-Income Earners
Our friends at *Copper Leaf Financial have posted some important…
A 2023 Mid-Year Checklist that EVERY Business Should Review
As we pass the halfway mark for 2023, don’t forget…
Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
Click here to register for this event. While the cyber…
Davis & Hodgdon Advisory Group Announces New Partner Matthew S. Cleare
Williston, Vermont – – August 21, 2023 The Davis &…
Vermonters Should Beware of Disaster Related Scams
Scammers often use natural disasters such as flooding to take…
Rising from the Ashes: How to Get Your Dream Business Up and Running After Setbacks
Aspiring entrepreneurs often dream of starting their own businesses, but…
Nonprofits Strategize for Impact Measurement and Accountability
Nonprofits need to demonstrate their effectiveness and accountability to donors,…
Strategies for Nonprofit Organizations to Attract Qualified Staff
Great talent is difficult to find and retain within any…
Tax Compliance Tip: 1099 Income Reporting
In a new tip provided by the Vermont Department of…
Davis & Hodgdon Announces Retirement of Founding Partner John W. Davis
Williston, Vermont – – July 31, 2023 The Davis &…
Vermont Department of Taxes Publishes 2023 Legislative Highlights
The Department of Taxes has published its annual legislative highlights,…
Flooding Resources for Vermont Businesses
Businesses across Vermont are experiencing significant damage as a result…
IRS: Vermont flooding victims now eligible for tax relief
Oct. 16 deadline, other dates extended to Nov. 15. WASHINGTON…
Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:
Click here to register for this event. Join us on…
Meet the Associate: Erica Dixon
Meet the Client Services Associate: Erica Dixon Erica Dixon is…
Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values
Click here to register for this event. As part of…
Meet the Associate: Genevieve Smyth
Genevieve is Lead Remote Staff Accountant for Convergent Accounting. She…
IRS Raises HSA, HDHP Limits in 2024
shrm.org, By Kathryn Mayer Thanks in part to persistent high inflation,…
Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
Click here to register for this event. As part of…
NASBA extends CPA exam window to 30 months
By Michael Cohn, Accounting Today, April 24, 2023 The National Association…
Do You Have Unclaimed Property?
We have seen this scenario play out many times –…
ROTH IRA Planning
When a Roth IRA might make sense Because taxation of…
Simplified Employer Pension (SEP) IRA
This post provides you with important information about SEP IRAs…
SIMPLE IRA
Many small employers can now offer a retirement plan to…