Williston Event: Smarter Charitable Giving

Be smarter with your charitable giving efforts this holiday season! Davis & Hodgdon and Copper Leaf Financial are very pleased to present our second in a series of “Roundtable discussion” events this fall:

Smarter Charitable Giving: Tax Strategies for Your Giving Efforts Under the New Law
Join Michael L.Thompson, CAP®, AIF® and Bret L. Hodgdon, CPA, CFP®, CFE, CGMA from Copper Leaf Financial for the second event in our roundtable series on the topic of “Charitable Giving Under the New Tax Law”.

We look forward to an intimate discussion about tax strategizing and your charitable giving under the new tax laws – just in time for your year-end giving efforts.

Limited space available so RSVP today via EventBrite or click on the image below.

*Copper Leaf Financial is an affiliated and separately registered entity.