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Tax News & Resources

2022 Year-End Tax Planning Tips for for Individuals

This is a brief overview of several year-end tax saving…

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Client Resources | Tax News & Resources

Tax Planning Tools During Times of Uncertainty

There are tax consequences to virtually any financial move you…

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Tax News & Resources

2020 Tax Planning Tip: Be smart about your donations

NEW for 2020: Claim an above-the-line deduction for cash contributions…

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

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

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