Digesting Your Tax Return

​·       Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected?

​·       Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions?

​·       Did you know that your return can provide valuable insights that can uncover significant financial planning opportunities? 

​As part of Davis & Hodgdon’s focus on proactive, strategic tax planning we are pleased to invite you to our brief October webinar as we shine a light on some of the most important elements of the tax return and how you can use that information to develop better tax planning and retirement strategies. 

​Join us on Tuesday, October 29th at 12pm Eastern for “Digesting Your 2023 Tax Return” presented by Davis & Hodgdon Partner Matthew Cleare, CGMA, CPA and *Copper Leaf Financial Senior Wealth Advisor Breanna Sykes, CFP®. 

​Matt and Bre will discuss the following:

​·       A brief 1040 overview (the main sections that every taxpayer should understand, in layman’s terms)

​·       Identify key income amounts (how can you use this information?)

​·       Insights on your tax return from the perspective of a CPA and Financial Planner

​·       Your questions

​Don’t miss this opportunity to learn more about the anatomy of your tax return, and how you might be able to use that information to plan better for the future! 

​More about Matthew S. Cleare, CGMA, CPA

​Matthew became a Partner at Davis & Hodgdon in 2023. He is a graduate of Champlain College, and completed the Leadership Champlain program in 2018. His specialties include accounting, business management, tax, and finance, and he has many years of experience preparing tax returns, providing advisory services and performing audits and other attestation engagements for a variety of not‐for‐profit and corporate clients. He also manages the Convergent Accounting division of the Davis & Hodgdon Advisory Group.

​Matt is very active in the community currently serving as Chair on the Vermont Society of CPAs (VTCPA) Board, Business and Math Advisory Board of Community College of Vermont (CCV), and he is also a member of the American Institute of CPAs (AICPA). He resides in St. Albans with his wife and three children. Matt and his wife Ashley also own and operate Rail City Market in Saint Albans. 

​More about Breanna Sykes, CFP®

​Breanna Sykes is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Senior Wealth Advisor with Copper Leaf Financial. She has a B.S. in Business and Master of Business Administration (MBA) with a concentration in entrepreneurship from Bellevue University.  Breanna is part of Copper Leaf’s team of advisors responsible for providing advisory and investment management services to clients. Breanna has a passion for educating clients about their finances and teaching them how to plan for the future in order to learn how to retire. She enjoys taking the time to understand her client’s goals and lifestyles in order to provide the best service possible. She also focuses on employee and employer plan benefits, insurance planning, intergenerational planning, and retirement planning.

​Breanna grew up in the Adirondacks and spent 10 years in South Carolina before moving back to Vermont where she spent much of her childhood. She resides in Monkton with her husband Jon and three children. 

​*Copper Leaf Financial is an affiliated and separately registered entity.