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Whats Happening

Free series of webinars for Maple Businesses from UVM Extension

Sep 17, 2021
If you operate a maple business in Vermont, the UVM Extension is offering a free series of webinars that will be filled with advice on everything from business management and legal agreements, to tapping practices and land-use tax programs. This series will cover a wide range of important topics that are designed to help Vermont maple businesses thrive by increasing profits and improving forest health.

Did Your Business Suffer During the Pandemic?

Sep 15, 2021
If your business, like so many others, struggled as a result of the pandemic you might be interested in finding out if you qualify for the Employee Retention Credit (ERC). Many business owners that initially…

Virtual Townhall: Investing in Vermont’s Communities

Aug 24, 2021
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will Belongia, Executive Director of the VCLF for Copper Leaf’s next townhall event.

Thank you Martha Leonard!

Aug 16, 2021
It's with mixed emotions that we say "farewell" and "happy retirement" to one of our valued staff members. Martha Leonard joined Davis & Hodgdon Advisory Group in 2015 and in that time she has become…

Federal Grants Help VT Struggling Performing Arts Organizations

Aug 11, 2021
There are 59 Vermont performing arts organizations that have shared more than $18 million under the federal Shuttered Venue Operations Grants program.

COVID-19 Business Coaching Available for Farm, Food & Forest Sector Businesses

Jul 22, 2021
The Vermont Farm & Forest Viability Program, a program of the Vermont Housing & Conservation Board is expanding services to help working land businesses navigate urgent needs related to COVID-19. Funding for this program is coming from the State of Vermont, allocated by the Vermont Legislature.

Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

Jul 21, 2021
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Now is your chance to find out why and ask questions about one of our best kept secrets!

Additional Businesses Can Now Apply to Economic Recovery Bridge Program

Jul 09, 2021
The second-tier priority group for the Economic Recovery Bridge Program is now able to apply. The first tier was intended for businesses that had not previously received state or federal recovery funds. Now applications are being accepted from businesses and non-profits who have received prior state and federal funds but can still demonstrate a net tax loss in 2020 due to COVID-19.

Yard Sales | What You Need to Know

Jul 09, 2021
Yard sales are a time-honored tradition in Vermont, but be careful not to have too many in one year.

Upcoming Change to Federal 1099-Ks

Jul 08, 2021
Upcoming Change to Federal 1099-Ks

New Homestead Declaration Videos for Homeowners

Jun 30, 2021
The Department has updated its videos illustrating Vermont's Homestead Declaration. The first video provides an overview and answers common homeowner questions. The second video provides answers to some more unusual ownership situations.

State and Federal Grants for Businesses and Individuals

Jun 29, 2021
The Agency of Commerce and Community Development (ACCD) is a great source for information about state and federal COVID-19 recovery grants.

Virtual Townhall: Inflation - What Investors Need to Know

Jun 22, 2021
Virtual Townhall: Inflation - What Investors Need to Know

Client in the News: Grow Compost Grows a Business

Jun 21, 2021
Congrats to our client in the news! Lisa Ransom and Scott Baughman of Grow Compost were spotlighted in a news story published in Vermont Business Magazine: Grow Compost grows a business! 6/20/2021 - by…

Davis & Hodgdon Client The BOMA Project Was Given a Gift of $10M From Mackenzie Scott

Jun 21, 2021
Davis & Hodgdon Client The BOMA Project Was Given a Gift of $10M From Mackenzie Scott.

Downtown Rutland Businesses Begin to Emerge from Pandemic

Jun 03, 2021
In downtown Rutland, which has long been working to fill a number of vacant storefronts, six businesses closed during Covid-19. Some closed because of the financial constraints that came with the time, and others were already on their way out, local business leaders say. However, those leaders are also feeling optimistic: Nine businesses have opened in downtown Rutland, or relocated there, since the pandemic began, and no businesses have closed so far in 2021.

Pandemic Restrictions Ease and Vermont Businesses Adjust

May 25, 2021
The Center for Disease Control and Prevention announced last week that full vaccinated people no longer need to wear masks indoors and Vermont Gov. Phil Scott has followed suit. With the vaccination rates increasing the mask mandates are beginning to decline and Vermont stores across the state are saying that it is starting to look like “business as usual” for the first time since the start of the pandemic.

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values

May 18, 2021
In this exclusive, virtual Townhall we will discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change.

The IRS Announced Today The 2022 Limits for HSAs and High-Deductible Health Plans

May 11, 2021
The annual limit on HSA contributions will be $3,650 for self-only and $7,300 for family coverage. This is about a 1.4% increase from this year.

More Tax Season Fun: Guess the Pet!

May 06, 2021
During our firm-wide tax FUN! initiative our staff submitted pictures of their pets so that everyone else could guess who they belong to.