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Tax News & Resources

Tax News & Resources

Economic Impact Payments Disbursed Under the American Rescue Plan

The Internal Revenue Service, the U.S. Department of the Treasury,…

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Client Resources | Tax News & Resources

Tax Tables Brochure

2022 Tax Tables Brochure 2021 Tax Tables Brochure

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Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values

Virtual Townhall: Changing the Game with Impact Investing: Align Your…

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Tax News & Resources

Is it Time to Consider Outsourcing Your Veterinary Practice’s Accounting?

As the owner of a veterinary practice you have always…

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Tax News & Resources

Why Your Dental Practice Should Outsource Accounting Functions

When it comes to performing a root canal or creating…

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Press | Tax News & Resources

More Tax Season Fun: Guess the Pet!

During our firm-wide tax FUN! initiative our staff submitted pictures…

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Tax News & Resources

Tax Season Charity Showdown 2021

Davis & Hodgdon and Copper Leaf Financial has found some…

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Tax News & Resources

Transferring Your Family Business Part II: More Tax Savvy Strategies

In part I of “Transferring Your Family Business” we discussed…

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Tax News & Resources

Transferring Your Family Business  Part 1: Common Strategies for Minimizing Taxes

There comes a time, when as a business owner, you…

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Tax News & Resources

The Third Economic Impact Payments

In the American Rescue Plan Act of 2021, the third…

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Tax News & Resources

The Employee Retention Credit: Essential Tax Considerations for Business Owners

Many business owners that initially did not think they were…

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Tax News & Resources

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday,…

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Tax News & Resources

The Challenges and Evolution of Veterinary Practices Post-COVID-19

Veterinary practices across the country continue to face challenges brought…

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Tax News & Resources

Dental Practices Adapt Post-Covid-19

The pandemic has had a tremendous impact on businesses across…

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Client Resources | Tax News & Resources

Which QuickBooks Platform Is Right for You?

Which QuickBooks platform is the best for your business? The…

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Tax News & Resources

Two-Year Tax Deduction on Dining Expenses Benefits Restaurants and Businesses

Congress recently passed the Consolidated Appropriations Act, which includes making…

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Tax News & Resources

Opportunity Is Calling in Vermont!

The pandemic has had a profound effect on businesses and…

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Tax News & Resources

American Rescue Plan Act – What You Need to Know

The House of Representatives passed the Senate-amended version of the…

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Tax News & Resources

Long-Term Care Considerations Resulting from the Pandemic

Long-term care (LTC) is something you may need someday for…

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Important Update About the Tax Deadline

The Internal Revenue Service (IRS) recently announced that the federal…

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Tax News & Resources

What Can I Do NOW to Put Myself in the Best Possible Position for 2021?

If you like to plan for the future and think…

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Tax News & Resources

Is There Anything That I Can Still Do to Maximize Tax Savings for the 2020 Return?

With the tax season in full swing, you might feel…

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Tax News & Resources

Do I Have to Pay Taxes on My Economic Stimulus Payments?

With the second economic stimulus payment going out and tax…

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Tax News & Resources

Do I Have to Pay Taxes on My Unemployment Benefits?

The pandemic has impacted nearly everyone. Your 2020 tax return…

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Beware: Top Identity Theft Scams and How to Protect Yourself

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Implications of the Proposed Republican Tax Bill

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The Spring 2025 Issue of Nonprofit Notes is Here!

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Staff Spotlight: Meet the Manager – Ashley Wilson

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Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

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Case Study: Navigating the Death of a Family Member

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