Whats Happening

“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Wednesday, April 19, 12-1pm ET: Guest: Jessica Donahue, Foundation Source Registration link: https://lu.ma/8mc14053 As…

Wednesday, February 15, 12-1pm ET Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning we are very excited to invite…

*Copper Leaf Financial is holding a free virtual townhall on Wednesday January 18th at noon ET. What is Evidence-Driven Investing and Why Is it Our Strategy? Guest: Jared Kizer, CFA – Chartered Financial…

Happy Holidays! Davis & Hodgdon Advisory Group wishes you a happy, healthy holiday. We are very grateful for all of the 2022 milestones and look forward to many more in the new year. Coming soon - we…

*Copper Leaf Financial is holding a free virtual townhall on Tuesday, December 6th: "2023 Market Preview with Larry Swedroe" Tuesday, December 6th, 12-1pm ET Registration Link: https://lu.ma/mb7lff73 Guest:…

*Copper Leaf Financial is holding a free virtual townhall on Wednesday, November 16th: "Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself" Wednesday, November 16th, 12-1pm ET Registration…

We are so excited to announce that Donna London, Senior Accountant has been named as a 2022 "Rising Star" by VermontBiz. Congratulations Donna on this well-deserved honor! Donna has been with Davis &…

*Copper Leaf Financial is holding a free virtual townhall on Tuesday, October 18th: "Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself" Tuesday, October 18th, 12-1pm ET Registration…

Vermont Business Magazine - 9/13/2022. VEDA (Vermont Economic Development Authority) will open up applications for their Short Term Forgivable Loan Program on September 15, 2022. The VEDA Short Term Forgivable…

*Copper Leaf Financial is holding a free virtual townhall on Wednesday, September 14th: "Strategic Tax Planning for 2022 and Beyond" Wednesday, September 14th, 12-1pm ET Registration Link: https://lu.ma/m5uliqfw Guest:…

In Fall 2021, the National Council of Nonprofits surveyed the sector to better understand how workforce shortages were impacting nonprofits and their abilities to carry out their missions. This July, an…

*Copper Leaf Financial is holding a free virtual townhall on Wednesday, August 17th: "VCLF: Innovatively and Equitably Providing Access to Funding" Wednesday, August 17th, 12-1pm ET Registration Link:…

We are very excited to once again sponsor our client, Snow Farm Winery and their annual Summer Concert Series! Kick your weekend off on Thursday and join them for their weekly live concerts from June…

*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…

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…

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 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…

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…

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…

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…