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…
Information and Links
Instructional Client Videos Client Portal Resources Davis & Hodgdon is…
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…
Virtual Townhall: Strategic Tax Planning for 2022 and Beyond
*Copper Leaf Financial is holding a free virtual townhall on…
Scott announces $57.9 million investment in venture capital for Vermont entrepreneurs
State Small Business Credit Initiative Program to Establish Venture Capital…
Meet the Partner: Mandy Bradley, CPA, M.S.
Mandy Bradley is a Partner at Davis & Hodgdon CPAs,…
CommonGood Vermont: Updated Nonprofit Workforce Shortages Report
In Fall 2021, the National Council of Nonprofits surveyed the…
Five Ways to Pay for College
Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…
Inconsistent Tax Treatment of Student Debt Forgiveness Creates Confusion
Student debt forgiveness has been at the forefront of recent…
Here’s what taxpayers need to know about business related travel deductions
Business travel can be costly. Hotel bills, airfare or train…
Vermont Named America’s Best Place to Live
In a recent article by CNBC, Vermont was ranked #1…
Free Webinar August 17th: VCLF: Innovatively and Equitably Providing Access to Funding
*Copper Leaf Financial is holding a free virtual townhall on…