2022 Year-End Tax Planning Tips for for Individuals
This is a brief overview of several year-end tax saving…
Make an impact beyond your lifetime: Is it time to consider a charitable trust?
Michael L. Thompson, CAP®, AIF®, AEP®, is a Senior Wealth…
Free Webinar June 14: Giving Circles in Vermont: What Are They and How Can You Get Involved?
Copper Leaf Financial is holding their next free virtual townhall…
2018 Vermont Community Donations: The Upside of Tax Season
Thanks to our clients, Davis & Hodgdon is thrilled to…
American Philanthropic Giving Surpassed $400 Billion in 2017
By Giving USA, 6/12/18 – Americans achieved a philanthropic landmark…