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Do You Have Unclaimed Property?

We have seen this scenario play out many times –…

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Tax News & Resources

TCJA: 20% Deduction for Qualifying Business Income Explained

The Tax Cuts and Jobs Act (TCJA) of 2017 had…

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Client Resources | Tax News & Resources

Ready to Retire As a Business Owner? You Need an Exit Strategy

When you are ready to retire and sell your business,…

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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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Client Resources

Employee Business Expense Tracking: Streamlining and Simplifying

Documenting employee business expenses can be an extremely complex and…

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Client Resources

Engaging Employees to Create a Sustainable Business

The key to creating a vibrant and sustainable company is…

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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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2025 Davis & Hodgdon Tax Season Donation

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Wealth Management Resources from Copper Leaf Financial

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

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225 South Main Street, Rutland, VT 05701
T: 802-775-7132, F: 802-773-3810

St. Albans Office:
8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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