Resource HubPosts By Category
Saltmarsh Financial Advisors Earns World-Class Client SatisfactionClient feedback resulted in a Net Promoter Score of 93.4%, highlighting excellence in service, responsiveness, and care.
12/29/2025
Saltmarsh Financial Advisors, the wealth management affiliate of Saltmarsh Advisors & Accountants, is proud to share that it has been recognized by its clients for delivering exceptional service, earning a world-class Net Promoter® Score (NPS) of 93.4%! This recognition is based entirely on direct client feedback and reflects the team’s unwavering commitment to building trusted, long-term relationships grounded in expertise, responsiveness, and personalized care.
Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
12/15/2025
Saltmarsh partner Suzanne Bach, CPA, CIT, joins the ABC Florida Gulf Coast Board to champion leadership, mentorship, and industry growth in Tampa Bay.
The Final Chapter of the Estate PlanAdministering the Estate After Both Parents Pass
12/9/2025
Losing the last surviving parent brings complex legal, financial, and tax responsibilities. Learn key steps for managing trusts and estates, filing final tax returns, handling Form 1041 and Form 706, and preserving your parents’ legacy with confidence.
What to Know Before Year-End2025 Tax Planning for Individuals and Businesses
12/4/2025
A 2025 year-end tax guide for businesses and individuals covering key developments, planning strategies, and opportunities to prepare for 2026.
Job Schedules 101: A Smarter Way to Strengthen Construction Finances
10/24/2025
Discover how a well-managed job schedule (WIP) can transform your construction business. Learn best practices for financial reporting, internal controls, and sustainable growth from Saltmarsh.
Why Knowing Your “Why†Can Make or Break CPA Exam Success
10/2/2025
Studying for the CPA exam isn’t just about flashcards and practice tests—it’s about knowing your personal “why.” This blog shares a powerful story of resilience, showing how purpose can carry you through even the toughest moments on your path to becoming a CPA.
The End of Paper Refund Checks: Are You Ready for the IRS Digital Shift?
10/1/2025
The IRS has announced a major change that will impact how millions of Americans receive their tax refunds. Starting September 30, 2025, paper refund checks for individual taxpayers will begin to be phased out, marking a significant step toward a fully digital tax system.
How to Prepare for a Spouse’s Passing: Practical Steps for Peace of Mind
9/25/2025
Planning for life after the loss of a spouse is emotionally and financially challenging. This guide explores essential tax strategies couples should know to avoid costly mistakes and ensure financial clarity during difficult times.
Land Your First Accounting JobA Step-by-Step Guide to Success
9/23/2025
Graduating soon with an accounting degree? Discover practical tips to land your first job from resume and LinkedIn optimization to networking with firms and recruiters.
Inside Saltmarsh’s Level UpHow We Delivered Big Results This Summer
9/4/2025
Discover how Saltmarsh teams embraced growth, creativity, and collaboration during the Level Up summer challenge. From elevator pitches to tiny habits, a bold rebrand, and helping our clients grow.
What to Do After a Windfall? Steps to Financial Security
9/2/2025
Just received a financial windfall? Whether it’s from selling a business, an inheritance, or even winning the lottery, learn how to make the most of it with smart strategies for long-term financial security.
Tax Law Impacts: One Big Beautiful Bill ActOverview of the New Tax Landscape Impacting Individuals & Businesses
8/12/2025
OBBBA, signed into law on July 4, 2025, makes permanent many provisions from the 2017 Tax Cuts and Jobs Act while introducing new tax benefits for individuals and businesses. At Saltmarsh, we are continuing to review the new provisions and their impact on your tax strategy. This article highlights some of the most significant changes from our initial review of the OBBBA.
How Tariffs Are Reshaping U.S. ManufacturingWhat Manufacturers Need To Know Today
8/11/2025
Explore the latest U.S. tariff policies, including Section 232, Section 301, IEEPA, and WTO compliance, and learn how manufacturers are adapting to rising costs, trade disruptions, and refund opportunities in this expert-led webinar.
Estate Planning EssentialsHow to Protect Your Family’s Legacy
7/29/2025
Whether you’ve built a successful business, have a growing family, or simply want to ensure your final wishes are honored, this post will help you understand the foundational elements of estate planning and how to begin creating a plan that reflects your values. Read why estate planning matters.
Why You May Need a Revocable Trust
6/11/2025
Estate planning ensures your assets are distributed according to your wishes after death. A will is a common tool for this, but many individuals should also consider adding a revocable trust to their estate plan. Understanding the purposes, benefits, and limitations.
Alphabet Soup of Estate Planning
3/25/2025
Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.
Mastering the Tax TangoAn Accountants Guide to Cha-Cha through Tax Season
1/28/2025
Tax season can feel like a daunting dance, but with the right steps, you can glide through it easily. The following step-by-step guide provides a quick twirl of tips to help you chassé through tax season from making sure you eat right to taking ownership of your time. Remember, even in the world of taxes, a little rhythm can make the process more enjoyable!
Tax Alert: Beneficial Ownership Information (BOI) Reporting RequirementDo you need to submit a BOI Report for your business?
10/8/2024
Effective January 1, 2024, all unregulated business entities that have domestic sales of less than $5,000,000 are required to electronically file a Beneficial Ownership Information (BOI) Report. This informational report discloses data about the business entity and its significant owners, stakeholders or officers.
Choosing an Accountant: 5 Essential Tips for Business Owners
9/26/2024
Every business needs a good accountant. You need someone who can translate your business activity into organized (and useful) financial data. Finding this person or persons can be challenging, and determining the cost-benefit of an external or internal accountant can be a difficult decision - you will be trusting someone with your sensitive data, hoping that they have the expertise to translate your business activity correctly, and needing them to be there when you cook up another strategic business move.
Time Management Tips for Accountants: A Guide from Your Friendly Tax Operations Coordinator
8/5/2024
Hello, fellow number crunchers!
As an operations staff who has worked closely with accountants for a couple years now, I’ve picked up some essential time management tips that can help streamline your workflow and reduce stress. I know how demanding your job can be, with deadlines looming and clients relying on your expertise. So, let’s dive into some practical advice to help you manage your time more efficiently and achieve that elusive work-life balance.
How the Supreme Court's Decision Regarding Life Insurance Proceeds Changes the Federal Estate Tax Landscape
7/26/2024
On June 6, in Connelly v. United States, the Supreme Court ruled that the valuation of a closely held company for federal estate tax purposes must include life insurance proceeds received by the company used to redeem a deceased shareholder’s stock. This unanimous opinion has considerable implications for federal estate tax calculations and has the unfortunate potential of increasing an estate’s overall tax burden. This shift in how life insurance proceeds are treated will significantly affect corporations and their shareholders.
Estate Tax Alert: Exemption Being Reduced in 2026
6/27/2024
Did you know that the current estate tax exemption will be reduced by more than 50% beginning January 1, 2026?
What this means is you have less than two years to utilize the current $13.61 million lifetime exemption (which will increase each year with inflation) to transfer assets out of your estate - tax-free.
5 Reasons Why Your Startup Needs an Accountant
4/30/2024
You’ve finally settled on your startup idea and you’re ready to share your passion with the world… but getting an accountant before your startup officially takes off can greatly benefit your company in the short and long term. Check out the top 5 reasons why YOU need an accountant for your startup:
Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
4/4/2024
Throughout 2023 and 2024, Saltmarsh Financial Advisors will host a 4-part women-focused series centered on building confidence and community around the unique financial situations individuals may face in their lives. Featured segments will focus on the central themes of navigating loss, divorce, caregiving and philanthropic giving.
Tax Alert: New DOL Guidance on Employee or Independent Contractor Classification
3/20/2024
Are they Employees or Independent Contractors?
This is a classification question that I am asked frequently. Fortunately, recent guidance from the Department of Labor (DOL) can give us all some clarity. Many people believe that the designation of employee or independent contractor is a choice, but it is based on facts and circumstances. The following article from the DOL goes through a step-by-step process to help you determine the status of an individual.
Past Posts By Category
- Saltmarsh Financial Advisors Earns World-Class Client Satisfaction
- Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
- The Final Chapter of the Estate Plan
- What to Know Before Year-End
- Job Schedules 101: A Smarter Way to Strengthen Construction Finances
- Why Knowing Your “Why†Can Make or Break CPA Exam Success
- The End of Paper Refund Checks: Are You Ready for the IRS Digital Shift?
- How to Prepare for a Spouse’s Passing: Practical Steps for Peace of Mind
- Land Your First Accounting Job
- Inside Saltmarsh’s Level Up
- What to Do After a Windfall? Steps to Financial Security
- Tax Law Impacts: One Big Beautiful Bill Act
- How Tariffs Are Reshaping U.S. Manufacturing
- Estate Planning Essentials
- Why You May Need a Revocable Trust
- Alphabet Soup of Estate Planning
- Mastering the Tax Tango
- Tax Alert: Beneficial Ownership Information (BOI) Reporting Requirement
- Choosing an Accountant: 5 Essential Tips for Business Owners
- Time Management Tips for Accountants: A Guide from Your Friendly Tax Operations Coordinator
- How the Supreme Court's Decision Regarding Life Insurance Proceeds Changes the Federal Estate Tax Landscape
- Estate Tax Alert: Exemption Being Reduced in 2026
- 5 Reasons Why Your Startup Needs an Accountant
- Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
- Tax Alert: New DOL Guidance on Employee or Independent Contractor Classification
- View All Posts
