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

*Copper Leaf Financial is holding a free virtual townhall on…

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Tax News & Resources

Tips for Protecting Your Identity this Tax Season

Tax season isn’t just busy for accountants. It’s also a…

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Tax News & Resources

Important Information Regarding New IRS IP PINs for 2019

Did you receive your IP PIN for the 2018 tax…

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IRS urges small businesses: Protect IT systems from identity theft

IR-2018-111, May 3, 2018 WASHINGTON — The IRS, state tax…

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Nonprofits and Cybersecurity

BDO United States – Karen Schuler, 5/19/16 Cybersecurity has become a…

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Tax News & Resources

Fake Insurance Tax Form Scam Aims at Stealing Data from Tax Pros, Clients

WASHINGTON – The Internal Revenue Service today alerted tax professionals…

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Washington Post: Protect your Social Security benefits after data breaches

By Michelle Singletary, Washington Post, October 6, 2017 – The…

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NY Times: All Your Equifax Breach Questions (and Some Answers) in One Place

By RON LIEBER October 7, 2017 – Three weeks after Equifax…

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Follow-up to Equifax Data Breach

Since the Equifax data breach was publicly announced on Sept….

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EQUIFAX DATA BREACH: WHAT YOU NEED TO KNOW

On Friday, Equifax, one of the major credit reporting bureaus,…

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Protecting Your Personal Information: Best Practices for Small Businesses

Published by the Small Business Committee: Most companies keep sensitive personal…

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Crowdfunding Solutions Can Come with Tax Implications

READ MORE Crowdfunding Solutions Can Come with Tax Implications

Virtual Townhall: The Regeneration Project: Putting Life at the Center of Every Action and Decision

READ MORE Virtual Townhall: The Regeneration Project: Putting Life at the Center of Every Action and Decision

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

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

Meet the Supervisor: Margery McCracken

READ MORE Meet the Supervisor: Margery McCracken

Two-year Reprieve from Roth Catch-up Requirement for High-Income Earners

READ MORE Two-year Reprieve from Roth Catch-up Requirement for High-Income Earners

A Mid-Year Checklist that EVERY Business Should Review

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

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-878-7197

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: 802-878-7197

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