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Tax News & Resources

Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver

Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and…

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Tax News & Resources

What is the SECURE Act and What Does it Mean for You?

In 2019 the Setting Every Community Up for Retirement Enhancement…

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Tax News & Resources

Summertime Tax Tips for those with Children

If you have kids you should know about a couple…

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Tax News & Resources

2018 Charitable Giving Checklist

Year-end is approaching and many people are considering their charitable giving options. The Vermont Community…

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Tax News & Resources

The Hierarchy Of Tax-Preferenced Savings Vehicles For High-Income Earners

By Michael Kitces, as posted on 7/4/18 – Executive Summary…

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Tax News & Resources

Reminders as The Tax Deadline Looms

The tax deadline to file individual tax returns and extensions…

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Tax News & Resources

Charitable IRA Distributions: A Great Opportunity

From The Tax Advisor, 4/21/16 –  Sec. 408(d)(8) permits “qualifying…

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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?

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

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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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8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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