January 2025
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2025 Tax Guide
A quick reference guide for 2025 tax planning Each year, the IRS updates various tax provisions to keep pace with… -
Change is the Constant
By Chris Lafayette, CFA ON THE SURFACE, 2025 seems to have the potential to bring greater change than usual, particularly… -
Community
By Lisa Counsell, CTFA I had the honor, recently, of being asked to join a panel of professionals for an… -
Solace in the Mountains
By Jack Davidson Christopher Cassidy, our President & CEO, announced in our last newsletter that although now retired I will… -
Sharry Rutken Retires!
All our employee-owners have special qualities. Sharry stands out for her calm, kind, thoughtful and approachable nature. She has been… -
Estate Tax Planning in Uncertain Times
By Jeanne Blackmore, ESQ. Before the recent election, Trust Company of Vermont often encouraged clients with state or federal taxable… -
Determining State Tax Residency
By Nathan Alexander, CPA, CFA(R) As many of our clients split time living between multiple states, we thought it would… -
CEO Introduction
By Chris Cassidy EVERY JANUARY millions of Americans make resolutions for the upcoming year. Since research shows that describing your…
