Whats Happening

Virtual Townhall: The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing

Jan 25, 2023
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…

Virtual Townhall: What is Evidence-Driven Investing and Why Is it Our Strategy?

Jan 05, 2023
*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! Looking Towards 2023

Dec 22, 2022
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…

Virtual Townhall: 2023 Market Preview with Larry Swedroe

Nov 28, 2022
*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:…

Virtual Townhall: Investing in Gender Diversity and Women’s Leadership

Oct 12, 2022
*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…

Donna London, Senior Accountant, Named as a 2022 Rising Star

Oct 04, 2022
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 &…

Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

Sep 26, 2022
*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…

VEDA Forgivable Loan Program opens Sept 15

Sep 13, 2022
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…

Virtual Townhall: Strategic Tax Planning for 2022 and Beyond

Aug 16, 2022
*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:…

CommonGood Vermont: Updated Nonprofit Workforce Shortages Report

Aug 01, 2022
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…

Free Webinar August 17th: VCLF: Innovatively and Equitably Providing Access to Funding

Jul 13, 2022
*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:…

Davis & Hodgdon Sponsors Snow Farm Winery Summer Concert Series

Jul 11, 2022
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…

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…