A 2025 Mid-Year Checklist that EVERY Business Should Review
We’re more than halfway through 2025, and now is the…
How Are Rising Interest Rates Affecting Personal and Business Taxes?
Rising interest rates have become a key tool for central…
Beware: Top Identity Theft Scams and How to Protect Yourself
Tax season is a prime time for scammers to take…
Implications of the Proposed Republican Tax Bill
2025 is the scheduled expiration of many provisions of the…
The Spring 2025 Issue of Nonprofit Notes is Here!
Our new issue of Nonprofit Notes is now published on…
Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?
Succession planning is a process, not an event and it…
Case Study: Navigating the Death of a Family Member
The death of a loved one can result in grief…
2025 Davis & Hodgdon Tax Season Donation
Every year, in celebration of our hard-working staff, Davis &…
Wealth Management Resources from Copper Leaf Financial
As part of our mission to provide resources to help…
Why Vermont Could Be Your Ideal Retirement Destination
Vermont is known for its stunning landscapes, peaceful lifestyle, and…
Limits & Milestones: Your Financial Planner for 2025
Our affiliated financial planning firm *Copper Leaf Financial is very…
Is tax loss harvesting a smart strategy for you?
What is tax loss harvesting and how does it work?…
New FAQs for Small to Mid-Size Businesses from the Vermont Department of Taxes
The Vermont Department of Taxes has issued new FAQs to…
Davis & Hodgdon Advisory Group Named One of the Best Places to Work in Vermont
We are thrilled to announce that Davis & Hodgdon Advisory…
Skip the Tax Headaches: Tips for a Smooth Tax Return Preparation
The 2025 tax season is underway, and if you’re like…
Davis & Hodgdon Announces New Partner Ryan Black-Deegan
Williston, Vermont – February 10, 2025 The Davis & Hodgdon…
Businesses: Stress Less and Reap the Benefits of Outsourced Accounting Services
Outsourcing accounting services can be a game-changer for business owners…
Meet Our 2025 Tax Team Interns!
We are excited to unveil our incredible 2025 tax season…
Why Reasonable Compensation Matters: A Guide for Business Owners
Compensation is a critical issue for business owners to address. …
Meet the Partner: Bret Hodgdon
Meet Bret Hodgdon, Managing Partner at Davis & Hodgdon Advisory…
Rossen Reports: New IRS Guidelines for Venmo and PayPal Users
If you receive payments for freelance work, side hustles, or…
Reporting Requirements: Beneficial Ownership Information (BOI)
Under the Corporate Transparency Act, millions of businesses are required…
Prepare Now for Big Tax Law Changes Coming in 2025
It’s possible that Congress will extend some tax provisions, but…
Businesses & Nonprofits: #1 Bookkeeping Tip During Tax Return Preparation
Here’s the scenario: You submitted all your financial documentation to…