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Tax News & Resources

News, Articles & Insights | Tax News & Resources

Vermont Better Places Grant Program

Vermont Better Places Grant Program Better Places is a non-competitive,…

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Tax News & Resources

Webinars for Nonprofit Organizations Posted Through Common Good Vermont

Shared Webinar: Beginning Grantseeking – 4/6 Shared Webinar: Data-Informed Decision…

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Tax News & Resources

Technical Assistance Grants Available to Vermont Small Businesses Impacted by COVID-19

The Regional Development Corporations of Vermont are part of a…

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Tax News & Resources | Uncategorized

Virtual Townhall: Your Essential Guide to Sustainable Investing

Virtual Townhall: Your Essential Guide to Sustainable InvestingWednesday, April 20th,…

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Tax News & Resources

How Charitable Clients And Foundations Can Help Ukraine

The humanitarian crisis in Ukraine is heart-wrenching and complex. In…

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Tax News & Resources | Uncategorized

Virtual Townhall: Your Essential Guide to Sustainable Investing

Virtual Townhall: Your Essential Guide to Sustainable Investing Wednesday, April…

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Tax News & Resources

What to know about the differences between tax credits and deductions

There are key differences between tax credits and deductions. What…

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Tax News & Resources

More optimism in Vermont Small Businesses Economic Survey results

175 Vermont businesses from diverse industries completed the latest annual…

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Tax News & Resources

Divorce and Your Tax Return: 5 Things You Need to Know

Divorce can have a big impact on your situation. If…

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Tax News & Resources

New 2022 Tax Tables Now Available Online

We have updated and made our 2022 tax tables brochure…

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Tax News & Resources

IRS Mailing Letters in January to Recipients of the Advance Child Tax Credit

If you received advance child tax credit payments in 2021…

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Tax News & Resources

10 of the most common self-employment tax deductions for 2021

From long hours to variable income, self-employment can be a…

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Tax News & Resources

Virtual Town Hall Recording: ETFs and Your Investment Portfolio

To view the recording of this 01/12/2022 virtual townhall please…

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Tax News & Resources

It’s time to review your year-end tax plans

It’s time to review your year-end tax plans, now that…

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Tax News & Resources

New Higher Estate And Gift Tax Limits For 2022

The official estate and gift tax exemption climbs to $12.06…

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Tax News & Resources | Uncategorized

Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe

To view the recording of this 12/2/2021 virtual townhall please…

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Tax News & Resources

How to Balance Saving for Retirement and Your Kids’ Education

Achieving your goals takes patience and time – but starting…

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Tax News & Resources

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…

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Tax News & Resources

How to Lower Your 2021 Tax Bill

What you do between now and the end of the…

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Tax News & Resources

Your Master List: A Guide for Your Family, Agent, and Executor

If you were to become incapacitated or die tomorrow, would…

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Tax News & Resources

6 Year-End Tax Planning Moves For Small Business Owners

While tax season 2022 may be months away, New Year’s…

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Tax News & Resources

Virtual Townhall: What Every Family Should Know About Trusts

Virtual Townhall: What Every Family Should Know About Trusts Tuesday,…

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Tax News & Resources

Common Good VT Announces Webinar Training Opportunities Through 2021

Common Good VT has announced their October-December webinar partnerships!  …

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Tax News & Resources

Business Owners: Now is a Good Time to Review Your Choice of Entity

As we approach the end of 2021 this is a…

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Case Study: Navigating the Death of a Family Member

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2025 Davis & Hodgdon Tax Season Donation

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Wealth Management Resources from Copper Leaf Financial

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Why Vermont Could Be Your Ideal Retirement Destination

READ MORE Why Vermont Could Be Your Ideal Retirement Destination

Limits & Milestones: Your Financial Planner for 2025

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Is tax loss harvesting a smart strategy for you?

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T: 802-878-1963, F: 802-876-1864

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T: 802-878-1963, F: 802-876-1864

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