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…
SIMPLE IRA
Many small employers can now offer a retirement plan to…
Health Savings Accounts as a Retirement/Investment Vehicle
What does health care have to do with retirement? Plenty,…
Managing Small Business Finance
Financial Reporting: The Key to Success! Establishing an easily accessible…
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
The changes that resulted from the 2018 Tax Cuts and…
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…
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…
Virtual Townhall: Strategic Tax Planning for 2022 and Beyond
*Copper Leaf Financial is holding a free virtual townhall on…