Blog

Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions

Nov 21, 2022
The Tax Cuts and Jobs Act (TCJA) became law in December 2017. Most of the law’s changes were implemented in 2018 and are scheduled to sunset after 2025. Under the TCJA, the standard deduction nearly doubled…

Virtual Townhall: 2023 Market Preview with Larry Swedroe

Nov 14, 2022
2023 Market Preview with Larry Swedroe Tuesday, December 6th, 12-1pm ET Registration Link: https://lu.ma/mb7lff73 Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there…

Giving Thanks This Holiday Season: 5 Smart Ways to Give

Nov 03, 2022
Copper Leaf Wealth Advisor Breanna Sykes has published a timely new article that includes some smart ways to give this holiday season. The article, published on LinkedIn, provides some great insight: Here…

Save Your Home Improvement Receipts — Here's Why

Oct 23, 2022
When you make improvements to your home, you can generally add the cost of improvements to your home's basis — and a higher basis can help you avoid or reduce tax on any profit you make when you sell your…

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

Oct 12, 2022
Investing in Gender Diversity and Women’s Leadership Wednesday, November 16th, 12-1pm ET Registration Link: https://lu.ma/v0egfk63 Guest: Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset…

Five Valuable Tips as You Prepare to File FAFSA

Sep 22, 2022
Copper Leaf Wealth Advisor Breanna Sykes has published a new article including valuable tips for those preparing to file FAFSA (Free Application for Federal Student Aid), which opens October 1st. The article,…

Could You Be Eligible for the Student Loan Forgiveness Benefit?

Sep 20, 2022
Associate Wealth Advisor Jackie Winkler has published an article on LinkedIn about the new student loan forgiveness program. On August 24, 2022, President Biden made the long-anticipated announcement…

Virtual Townhall: Scams, Hacks and Cyber Security

Sep 19, 2022
Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself Tuesday, October 18th, 12-1pm ET Registration Link: https://lu.ma/15lsqcgk Guest: Jared Hoffman, Managing Director, Buckingham…

Clean Vehicle Federal Tax Credit: Important Changes and What You Need to Know

Sep 19, 2022
At Copper Leaf Financial we work closely with our clients, providing recommendations on many things including big purchases. For example, when it is time to buy a car we will often discuss leasing vs.…

Copper Leaf Financial Sponsoring 2022 Vermont Women’s Fund Annual Celebration

Aug 29, 2022
Copper Leaf Financial is excited to sponsor the upcoming Vermont Women’s Fund annual celebration. Join us at the UVM Davis Center on Thursday, September 15th at 5:30pm to show your support and help make…