Whats Happening

Free Webinar July 19: Establishing Trusts for Special Situations

Jun 09, 2022
*Copper Leaf Financial is holding a free virtual townhall on Tuesday, July 19th: "Establishing Trusts for Special Situations." Tuesday, July 19th, 12-1pm ET Registration Link: https://lu.ma/4f4utt7a   Trusts…

Copper Leaf Financial Recorded Webinars: Sustainable Investing and Estate Planning

Jun 09, 2022
Our friends at Copper Leaf Financial have published some new videos to their YouTube page!  Estate Planning Basics and What You Need to Know About Digital Assets: click here to view. Your Essential Guide…

Free Webinar June 14: Giving Circles in Vermont: What Are They and How Can You Get Involved?

May 19, 2022
Copper Leaf Financial is holding their next free virtual townhall on Tuesday, June 14th: "Giving Circles in Vermont: What Are They and How Can You Get Involved?" Tuesday, June 14th, 12-1pm ET Registration…

Update on Small Business Administration EIDL Loans

May 16, 2022
Update on SBA EIDL Loans 1. If you have an EIDL PENDING APPLICATION FOR AN INCREASE, the SBA has announced that they expect to run out of funds for the increases in the next few days. Therefore, it is…

IRS Announces Spike in 2023 Limits for HSAs and High-Deductible Health Plans

May 03, 2022
Health savings account (HSA) contribution limits for 2023 are going up significantly in response to the recent inflation surge, the IRS announced April 29, giving employers that sponsor high-deductible…
Vermont Cannabis Tax Guide

Vermont Cannabis Tax Guide

Apr 28, 2022
The Vermont Department of Taxes has published new industry guidance for cannabis businesses. The Vermont Cannabis Tax Guide helps new and existing businesses understand Vermont tax laws relating to the…

Free Webinar May 18: Estate Planning Basics and Digital Assets

Apr 26, 2022
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq Are your digital assets protected and part of your estate plan? Join us for our next virtual townhall and find out why this is…

2022 Davis & Hodgdon Tax Season Donation

Apr 18, 2022
Each year, in celebration of our hard working staff, Davis & Hodgdon submits a tax season community donation to a local nonprofit - voted on by our staff! And the $500 tax season donation goes to... The…

Vermont Better Places Grant Program

Apr 07, 2022
Better Places is a non-competitive, community matching grant program empowering Vermonters to create inclusive and vibrant public places serving Vermont’s designated downtowns, village centers, new town centers, or neighborhood development areas.

Webinars for Nonprofit Organizations Posted Through Common Good Vermont

Mar 29, 2022
Online Events & Training for Nonprofit Organizations in Vermont, listed by Common Good Vermont.

Virtual Townhall: Your Essential Guide to Sustainable Investing

Mar 21, 2022
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future?

Addison County Economic Development Corporation & Addison County Chamber of Commerce partner to present business education webinar series

Feb 28, 2022
The Addison County Chamber of Commerce and the Addison County Economic Development Corporation and are pleased to announce a series of business webinars in 2022. Each webinar covers a different topic relevant to the Addison County business and non-profit communities, presented by local business owners and support organizations.

A Toast to Women Entrepreneurs: A Benefit for The Vermont’s Women Fund and This Way Up

Feb 22, 2022
Join internationally certified wine experts Nancy Koziol and Kaiya Kirk on Zoom as you swirl, sniff, and sip your way into learning what you need to know to enjoy wine better. Feel like a rockstar the next time you shop for wine!

Davis & Hodgdon's Diedrichsen Earns Senior Certified Professional Certification

Feb 15, 2022
Davis & Hodgdon Advisory Group(link is external), a business and financial services firm with locations in Williston and Rutland, announced that Kathryn Diedrichsen has earned senior certified professional certification from the Society for Human Resource Management.

VT Women’s Fund seeks to identify 10,000 women-owned businesses

Feb 14, 2022
The Vermont Women’s Fund is seeking data to better document women’s contribution to Vermont’s economy through an initiative called This Way Up: There’s power in our numbers. Up-to-date information about…

Specialty Crop Grant Opportunities

Jan 25, 2022
The Vermont Agency of Agriculture, Food, & Markets (VAAFM) announces $500,000 in grant funds to strengthen Vermont’s specialty crop industries and producer associations. Two funding opportunities are available.

Virtual Town Hall Recording: ETFs and Your Investment Portfolio

Dec 15, 2021
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we will take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios.

2021 Holiday Gift Drive in Rutland and Chittenden Counties

Dec 14, 2021
As is our holiday tradition, the staff at Davis & Hodgdon and Copper Leaf Financial held a holiday gift drive for families in need! Most recently, our staff in Rutland and Addison Counties bought gifts…

Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe

Dec 09, 2021
2021 has been filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock market forecasts and their predictions for the year ahead by so-called experts can feel overwhelming. Join us for our next virtual roundtable event “2022 Market Preview with Larry Swedroe” and learn how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success.

Vermont small businesses received $1 billion from SBA in FY21

Nov 03, 2021
The Small Business Administration Vermont District Office supported approximately $1 billion in loans and COVID-19 relief funds from October 1, 2020 to September 30, 2021, the agency’s fiscal year.