Archives

Your Tax Filing Status

Jan 14, 2021
On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

Planning For Long-Term Care

Jan 05, 2021
A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

2020 Year-End Tax Planning for Businesses

Dec 24, 2020
Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

2020 Holiday Gift Drive Success in Chittenden and Williston Counties

Dec 22, 2020
This year, the staff at Copper Leaf Financial and Davis & Hodgdon held a holiday gift drive for families in need, as is our tradition every year! Our Williston, Vermont staff bought gifts for children…

Webinar: Breaking Money Silence® to Achieve Gender Parity

Dec 21, 2020
Webinar: Breaking Money Silence® to Achieve Gender Parity Thursday, January 21, 2021Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting Sixty-one percent of women would rather talk about their own death then…