Virtual Townhall: Your Essential Guide to Sustainable Investing
Virtual Townhall: Your Essential Guide to Sustainable Investing Wednesday, April…
What to know about the differences between tax credits and deductions
There are key differences between tax credits and deductions. What…
Cybersecurity for Nonprofits
If your nonprofit engages in any of the three activities…
Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series
The Addison County Chamber of Commerce and the Addison County…
More optimism in Vermont Small Businesses Economic Survey results
175 Vermont businesses from diverse industries completed the latest annual…
Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series
The Addison County Chamber of Commerce and the Addison County…
A Toast to Women Entrepreneurs: A Benefit for The Vermont’s Women Fund and This Way Up
Join internationally certified wine experts Nancy Koziol and Kaiya Kirk…
VT Women’s Fund seeks to identify 10,000 women-owned businesses
The Vermont Women’s Fund is seeking data to better document…
Davis & Hodgdon’s Diedrichsen Earns Senior Certified Professional Certification
Davis & Hodgdon Advisory Group (link is external), a business…
Divorce and Your Tax Return: 5 Things You Need to Know
Divorce can have a big impact on your situation. If…
Specialty Crop Grant Opportunities
The Vermont Agency of Agriculture, Food, & Markets (VAAFM) announces…
New 2022 Tax Tables Now Available Online
We have updated and made our 2022 tax tables brochure…
Vermont Business Owners: Participate in the 2022 Annual Business Economic Survey
In an effort to better understand Vermont small- to medium-sized…
IRS Mailing Letters in January to Recipients of the Advance Child Tax Credit
If you received advance child tax credit payments in 2021…
10 of the most common self-employment tax deductions for 2021
From long hours to variable income, self-employment can be a…
Virtual Town Hall Recording: ETFs and Your Investment Portfolio
To view the recording of this 01/12/2022 virtual townhall please…
2021 Holiday Gift Drive in Rutland and Chittenden Counties
As is our holiday tradition, the staff at Davis &…
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…