Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

GivingTuesday is a global day of generosity that will take place on Dec 1, 2020. It is a global generosity movement, unleashing the power of people and organizations to transform their communities and…

Davis & Hodgdon and Copper Leaf Financial have found some unique ways to keep our staff excited throughout the duration of our busy tax season with our firm-wide FUN initiative! Since the tax deadline…

RMDs are minimum amounts that you must withdraw each year from most types of retirement accounts after you reach a certain age. The taxable portion of your withdrawals will be taxed as ordinary income. Required…

Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving Statement” was created to act as a guide for our clients. We use this guide to assist them with organizing their charitable giving…

The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists,…