Blog

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…

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…

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…

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…

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…

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,…

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…

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…

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 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…