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Tax News & Resources

Household Income Excludes Some Students’ Earnings

The following is important information from the Vermont Department of…

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Tax News & Resources

2020 Year-End Tax Planning

There is still time to potentially reduce your 2020 federal…

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Tax News & Resources

2020 Tax Planning Tip: Time your income and deductions

You may be able to defer some tax until next…

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Tax News & Resources

Vermont Personal income tax revenues down slightly as new FY begins

by Timothy McQuiston, Vermont Business Magazine – After a torrid pace…

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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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Why Vermont Could Be Your Ideal Retirement Destination

READ MORE Why Vermont Could Be Your Ideal Retirement Destination

Limits & Milestones: Your Financial Planner for 2025

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Is tax loss harvesting a smart strategy for you?

READ MORE Is tax loss harvesting a smart strategy for you?

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
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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