White Papers and Other References
Tax Tables 2023Tax Tables 2022Tax Tables 2021 Individual Tax The Setting…
Information and Links
Instructional Client Videos Net Client Portal TutorialDocuSign Tutorial Davis &…
2023 Tax Tables Brochure
Davis & Hodgdon’s annual tax tables brochure for 2023 is…
2023 Year-End Tax Planning Tips for for Individuals
You may be able to reduce your 2023 taxes if…
2023 Year-End Tax Planning Tips for Businesses
The following is a brief overview of year-end tax saving…
Vermont Department of Taxes Publishes 2023 Legislative Highlights
The Department of Taxes has published its annual legislative highlights,…
SIMPLE IRA
Many small employers can now offer a retirement plan to…
Managing Small Business Finance
Financial reporting is the key to success! Establishing an easily…
Health Savings Accounts as a Retirement/Investment Vehicle
What does health care have to do with retirement? Plenty,…
The Research & Development Tax Credit
Without question, one of the major highlights of the PATH…
Record Retention Guidelines
The age-old dilemma of record retention requirements has not gotten…
Identity Theft: When Your Identity is Stolen
Identity theft occurs when someone steals pieces of personal identifying…
Identity Theft: Protecting Your Information
What is identity theft? Identity theft occurs when a crook…
The SECURE Act Overview
The SECURE Act includes several incentives to start saving sooner,…
2022 Year-End Tax Planning Tips for for Individuals
This is a brief overview of several year-end tax saving…
2022 Year-End Tax Planning Tips for Businesses
The following is a brief overview of year-end tax saving…
IRS Reminder: Service providers, others may receive 1099-Ks for sales over $600 in early 2023
WASHINGTON — The Internal Revenue Service reminds taxpayers earning income…
Tax Tips for Homeowners
Updated: October 3, 2023 Tax laws give eligible homeowners a…
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…
2022 Year-End Tax Planning Tips
There are still actions you can take (up until December…
Five Valuable Tips as You Prepare to File FAFSA
Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…
Eligibility and the New Student Loan Forgiveness Program
Jackie Winkler, Associate Wealth Advisor with our affiliated wealth planning…