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Staff Spotlight: Meet the Manager – Ashley Wilson
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Staff Spotlight: Meet the Manager – Ashley Wilson

Meet Ashley Wilson, one of our managers who brings energy,…

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Reporting Requirements: Beneficial Ownership Information (BOI)

Under the Corporate Transparency Act, millions of businesses are required…

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Businesses & Nonprofits: #1 Bookkeeping Tip During Tax Return Preparation
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Businesses & Nonprofits: #1 Bookkeeping Tip During Tax Return Preparation

Here’s the scenario: You submitted all your financial documentation to…

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The D&H Payment Processing Page is Temporarily Down

Our 3rd party vendor for payment processing is performing some…

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Crowdfunding Solutions Can Come with Tax Implications
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Crowdfunding Solutions Can Come with Tax Implications

Since the beginning of time people have, at one time…

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11 Financial Mistakes Small Business Owners Make (and How to Avoid Them)
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11 Financial Mistakes Small Business Owners Make (and How to Avoid Them)

Small business owners have a lot of responsibilities. In addition…

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A 2023 Mid-Year Checklist that EVERY Business Should Review
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A 2023 Mid-Year Checklist that EVERY Business Should Review

As we pass the halfway mark for 2023, don’t forget…

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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:
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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:

Click here to register for this event. Join us on…

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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values
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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

Click here to register for this event. As part of…

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Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

Click here to register for this event. As part of…

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Do You Have Unclaimed Property?

We have seen this scenario play out many times –…

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ROTH IRA Planning

When a Roth IRA might make sense Because taxation of…

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Simplified Employer Pension (SEP) IRA

This post provides you with important information about SEP IRAs…

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All financial things you need for your business – under one roof.

There’s no better time for business owners to turn to…

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Key Person Bonus Plan

Choosing and adopting the best manner to compensate key people…

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VEDA Forgivable Loan Program opens Sept 15

Vermont Business Magazine – 9/13/2022. VEDA (Vermont Economic Development Authority)…

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Veterinarians: Have you heard about the business intelligence tool from VetSuccess?

Veterinarians have an easy way to monitor patient compliance with…

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Client Profile Update Form: 2022

Please click here to access the secure form and update…

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Update on Small Business Administration EIDL Loans

Update on SBA EIDL Loans 1. If you have an…

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Virtual Townhall: Your Essential Guide to Sustainable Investing

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

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Virtual Townhall: Your Essential Guide to Sustainable Investing

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

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Cybersecurity for Nonprofits

If your nonprofit engages in any of the three activities…

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Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series

The Addison County Chamber of Commerce and the Addison County…

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Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series

The Addison County Chamber of Commerce and the Addison County…

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

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T: 802-775-7132, F: 802-773-3810

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

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