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Tax

Articles & Insights

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

The Tax Cuts and Jobs Act (TCJA) became law in…

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Save Your Home Improvement Receipts — Here’s Why

When you make improvements to your home, you can generally…

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Five Valuable Tips as You Prepare to File FAFSA

Copper Leaf Wealth Advisor Breanna Sykes has published a new…

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

At Copper Leaf Financial we work closely with our clients,…

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529 Plans Offer a Tax-Efficient Way to Transfer Wealth

Funding a 529 account may be an attractive option for…

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Tax-Loss Harvesting: Making Lemonade out of Lemons

Like kingdoms, tides and my teenage daughter’s emotions, the stock…

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Senators Call for Restoring Tax Breaks for Donors Who Don’t Itemize Their Returns

Lawmakers in both parties called Thursday for restoring the charitable…

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Important 2022 Tax Updates for Baby Boomers

Paying taxes is something you can’t escape; but being aware…

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Tax-Wise Investment Techniques

In a previous blog post, we introduced some of the…

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Tax Planning Tools During Times of Uncertainty

There are tax consequences to virtually any financial move you…

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Tax Analysis

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Articles & Insights

Tax Credits for Going Green

These three federal tax credits may help defray part of…

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2023 Tax Tables

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Wealth Advisor

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Copper Leaf Financial Welcomes Erica Dixon

READ MORE Copper Leaf Financial Welcomes Erica Dixon

Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

READ MORE Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

Can Investing in ESG funds help you meet your financial goals?

READ MORE Can Investing in ESG funds help you meet your financial goals?

Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

READ MORE Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

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