Insights
2025 Year-End Tax Planning HighlightsFor Individauls & Businesses
As 2025 comes to a close, both businesses and individual taxpayers are navigating a fast-changing tax landscape shaped by major legislative shifts, including the One Big Beautiful Bill Act (OBBBA), moderating inflation, and recent Federal Reserve rate cuts. These developments present important planning considerations as taxpayers look for ways to manage cash flow, reduce liabilities, and prepare for upcoming changes in 2026.
These year-end guides outline the most pressing tax issues for businesses and individuals, highlighting key federal tax developments and offering actionable strategies for reducing, deferring, or accelerating tax obligations.
2024 Individual Tax OrganizerTools & Resources
Our 2024 Individual Tax Organizer can help you capture essential information needed for preparing your tax return due April 2025. Select and complete forms based on your tax needs and return to your Saltmarsh preparer.
Saltmarsh Financial Advisors' Quarterly Investment UpdateMarket Insights for Long-Term Investors
Saltmarsh Financial Advisors quarterly Investment Update newsletter features market insights, research and perspectives from our advisor network and investment management team.
Saltmarsh Siren: Healthcare Hot TopicsFocusing on the Post-Acute and Acute Healthcare Industries
Specifically for our clients and friends in healthcare, stay up-to-date with regular "Saltmarsh Siren" email updates featuring our breakdown and analysis of complex regulatory matters, important Medicare and Medicaid updates and other industry news and changes.
