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…
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…
IRS: Taxpayers now have more options to correct, amend returns electronically
WASHINGTON — The Internal Revenue Service announced that more forms…
Tax Planning Tools During Times of Uncertainty
There are tax consequences to virtually any financial move you…
Automobile Use: 2022 Updates to the Standard Mileage Rate
Inflation rates continue to rise due to continued Supply Chain…
Highlights of the 2022 Vermont Legislative Session
The Vermont Department of Taxes has published its annual legislative…
Free Webinar July 19: Establishing Trusts for Special Situations
*Copper Leaf Financial is holding a free virtual townhall on…
Copper Leaf Financial Recorded Webinars: Sustainable Investing and Estate Planning
Our friends at Copper Leaf Financial have published some new…
Corporate tax reform bill expected to benefit manufacturers in Vermont
Governor Phil Scott signed a corporate tax reform bill into…
Energy Tax Credits and ESG
From electric vehicles to solar panels, “going green” can offer…
Legislature Ends: No Cloud Tax and Funding for Economic Development
The Legislature formally came to a close May 13, passing…
Free Webinar June 14: Giving Circles in Vermont: What Are They and How Can You Get Involved?
Copper Leaf Financial is holding their next free virtual townhall…
High Inflation: How Long Will It Last?
In March 2022, the Consumer Price Index for All Urban…
Vermont Cannabis Tax Guide
The Vermont Department of Taxes has published new industry guidance…
Free Webinar May 18: Estate Planning Basics and Digital Assets
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq Are your digital…
Stay Ahead of Tax Planning During Times of Uncertainty
We couldn’t be more excited to share the new article…
2022 Davis & Hodgdon Tax Season Donation
Each year, in celebration of our hard working staff, Davis…