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COVID-19

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CARES Act Stimulus Checks Via Debit Cards

During the Coronavirus pandemic, millions of Americans expected to get…

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Business Survival & Growth Tips During Economic Uncertainty

After calculating your annual revenue for 2020, you noticed that…

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Webinar: Long Term Care Considerations in the Age of COVID-19

Our affiliated financial planning firm is thrilled to welcome Mark…

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Tax News & Resources

Update about the Employee Retention Tax Credit: 2/2/2021

Following is important information about the Employee Retention Tax Credit…

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Tax News & Resources

Urgent Update about the Employee Retention Tax Credit: 2/2/2021

Following is important information about the Employee Retention Tax Credit…

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Tax News & Resources

Business Economic Relief Update: 1/27/2021

Following is important information from the Small Business Administration (SBA)…

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Paycheck Protection Program update: 1/22/2021

PPP calculations guidance released The U.S. Small Business Administration (SBA)…

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Paycheck Protection Program Update: 1/21/2021

Updated PPP loan forgiveness applications and rules The US Small…

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Tax News & Resources

Usefulness of Portable Scanners and Options

“Work on the go” has become increasingly popular with many…

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Tax News & Resources

Paycheck Protection Program Update: 12/23/2020

Following is important information about the new COVID relief bill,…

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Tax News & Resources

Paycheck Protection Program Update: 12/22/2020

The new COVID relief bill that was passed by Congress…

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Tax News & Resources

Paycheck Protection Program Update: 12/15/2020

The following update includes important information about PPP loan forgiveness…

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Tax News & Resources

2020 Individual Year-End Tax Planning Tips 

Year-end planning for 2020 takes place against the backdrop of…

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Gov. Phil Scott Vermont signs taxation-related legislation

Gov. Phil Scott Vermont signs taxation-related legislation Significant Changes to…

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VT Expanded Emergency Economic Recovery Grant Program

Vermont has announced a new funding program for businesses –…

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Tax News & Resources

IRS highlights employer credits for businesses during Small Business Week 

During Small Business Week, the IRS reminds owners and self-employed…

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Virtual Event: Estate Planning Essentials During a Pandemic

Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time:…

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Scam COVID-19 Contact Tracing Calls

NPR reported this morning that many states have been reporting…

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Scam COVID-19 Contract Tracing calls

NPR reported this morning that many states have been reporting…

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Tax News & Resources

PPP Update: Vermont Economic Recovery and Relief Package

The following information about funds still available to Vermont businesses…

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Tax News & Resources

Over $100 million in recovery grants awarded, still more available for Vermont businesses

Vermont Business Magazine, 8/19/2020 – The Agency of Commerce and…

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Tax News & Resources

Embracing Remote Bookkeeping During the Global Pandemic

The COVID-19 pandemic has forced many businesses to embrace remote…

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It’s 2020 National Health Center Week!

This week, August 9-15, 2020, is National Health Center Week,…

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Tax News & Resources

Time Sensitive Information About RMDs

The IRS has recently provided additional guidance pertaining to 1)…

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Back-to-Business: Simple Financial Habits That Can Make a Big Difference

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Stay Ahead of Year-End: Why Summer Is the Best Time to Review Your Finances

READ MORE Stay Ahead of Year-End: Why Summer Is the Best Time to Review Your Finances

A 2026 Mid-Year Checklist that EVERY Business Should Review

READ MORE A 2026 Mid-Year Checklist that EVERY Business Should Review

White Papers and Other References

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2025 Year-End Tax Planning Tips for Individuals

READ MORE 2025 Year-End Tax Planning Tips for Individuals

2025 Year-End Tax Planning Tips for Businesses

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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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