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Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself
News, Articles & Insights

Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

Click here to register for this event. While the cyber…

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Tax News & Resources

Five Valuable Tips as You Prepare to File FAFSA

Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…

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Tax News & Resources

Eligibility and the New Student Loan Forgiveness Program

Jackie Winkler, Associate Wealth Advisor with our affiliated wealth planning…

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Five Ways to Pay for College

Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…

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Tax News & Resources

Inconsistent Tax Treatment of Student Debt Forgiveness Creates Confusion

Student debt forgiveness has been at the forefront of recent…

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Tax News & Resources

How to Balance Saving for Retirement and Your Kids’ Education

Achieving your goals takes patience and time – but starting…

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Department of Education Announces Fourth Student Loan Payment Pause

On August 6, 2021, the U.S. Department of Education announced…

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Tax News & Resources

The Two Estate-Planning Documents Clients Need for College-Bound Kids

In the years since the pandemic, Estate Planners have seen…

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Tax News & Resources

Former Vermonters to get ‘Welcome Home’ tuition rate for state colleges

Vermont Business Magazine, 3/28/18 – The Vermont State Colleges System…

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Tax News & Resources

IRS: Reminder for Parents, Students: Check Out College Tax Benefits

WASHINGTON ? With back-to-school season in full swing, the Internal…

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The Spring 2025 Issue of Nonprofit Notes is Here!

READ MORE The Spring 2025 Issue of Nonprofit Notes is Here!

Staff Spotlight: Meet the Manager – Ashley Wilson

READ MORE Staff Spotlight: Meet the Manager – Ashley Wilson

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

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

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

READ MORE Wealth Management Resources from Copper Leaf Financial

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-876-1864

Rutland Office:
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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