Newsletters
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Unpacking the Tax Provisions of the One Big Beautiful Bill Act
By Nathan Alexandar ALMOST FORTY YEARS AGO IN 1986, the American income tax system was heavily reformed, reducing the top… -
OBBBA Leaves Stocks Largely on the Same Trajectory
By Chris Lafayette MY TEN-YEAR-OLD SON loves sports, and in the off-season, while there are no games, he keeps me… -
Estate Tax Planning & The One Big Beautiful Bill Act
By Lisa Counsell and Jeanne Blackmore Prior to the enactment of OBBBA, the federal estate tax exemption was $13.9 million per… -
Newsletter Introduction
By Chris Cassidy ON JULY 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law as Public… -
IRA QCDs- A way to give to your favorite charities
By Kasey Franzoni DID YOU KNOW that Individual Retirement Account (IRA) owners and Inherited IRA beneficiaries over age 70 ½… -
Travel and Cyber Safety Practices From Our Team
By Angela Bowman OVER THE YEARS WE HAVE WRITTEN various articles about cybersecurity and best practices when it comes keeping your… -
Planning Through Uncertainty and Volatility
By Jeanne Blackmore A CONSEQUENCE OF THE POLICY changes being implemented by the current federal administration is uncertainty and volatility… -
Nooks and Crannies of Estate Planning
By Jack Davidson WHEN I MOVED FROM NEW YORK CITY to Vermont in 1970, the moving van housed a few… -
Overconfidence
By Paul Copeland JUST OVER 30 YEARS AGO, Orange County, CA declared bankruptcy. Three thousand government employees ended up losing… -
Planning for Memory Loss
By Lisa Counsell THE STATISTICS ARE SOBERING. Studies show that as many as two out of three Americans experience some level… -
Newsletter introduction
By Chris Cassidy AS A PORTFOLIO MANAGER, I get a lot of calls and emails when financial markets are doing… -
Changes to Retirement and IRA Contributions for 2025
By Ashley Neary, CISP THE IRS ANNOUNCED MANY CHANGES for 2025 which will allow you to save more for your… -
Patience and Awareness
By Gary Gibbs Often when an asset class enjoys significant relative outperformance, there begins to be talk of a bubble. Whether… -
The Bradley House and the greater awareness of Estate Planning
By Jack Davidson When I arrived in Vermont in 1970, my wife and I bought an old house that was built… -
Optimize Your Tax Strategy with Roth IRA Conversions
By Devon Walsh Roth IRAs and Traditional IRAs- What are the Differences? With a Traditional IRA, you can contribute pre-tax… -
Avoiding Probate
By Livia DeMarchis, Esq. When putting in place an estate plan, a main goal for most clients is avoiding the need… -
Newsletter introduction
By Chris Cassidy WHEN I FIRST BEGAN my career at Trust Company of Vermont, I made contributions each year to… -
2025 Tax Guide
A quick reference guide for 2025 tax planning Each year, the IRS updates various tax provisions to keep pace with…
