InsightsDelivering Insights & Expertise
Expert Tips to Maximize Your Construction Job Schedule for Profitability
6/8/2026 - By Stacie Gaffrey, CPA
Your job schedule is more than just a report; it’s one of the most powerful tools for managing risk, improving margins, and boosting financial visibility.
Funding Liquidity Without Triggering Capital GainsHow a Pledged Asset Line & the Step-Up in Basis can Work Together at Death
6/8/2026 - By Michael Hall
Clients with concentrated, highly appreciated positions often need cash without wanting to sell. Selling triggers capital gains tax today and removes shares that would otherwise receive a step-up in cost basis at death.
ODFI Responsibilities in ACH Originator Onboarding: Compliance, Risk, & Security
6/2/2026 - By Sallie O'Brien
Understanding the responsibilities of Originating Depository Financial Institutions (ODFIs) when onboarding ACH originators is essential.
Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
5/26/2026 - By Celia Nofsinger
Saltmarsh Financial Advisors recently hosted our annual client appreciation Night at the Ballpark in Pensacola, bringing together clients, friends, and team members for an evening of baseball, connection, and community.
Could You Be Owed a Refund for IRS Penalties or Interest During Covid?A Recent Tax Court Case May Open the Door to Relief for Some Taxpayers
5/22/2026 - By Michael Cole, JD, MSPA
A recent federal court case, Kwong v. United States, is creating significant buzz in the tax world because it gives some taxpayers the ability to request refunds that were previously thought as unavailable.
Past Posts
- Expert Tips to Maximize Your Construction Job Schedule for Profitability
- Funding Liquidity Without Triggering Capital Gains
- ODFI Responsibilities in ACH Originator Onboarding: Compliance, Risk, & Security
- Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
- Could You Be Owed a Refund for IRS Penalties or Interest During Covid?
- Saltmarsh Receives National Recognition for Integrated Branding Program
- Summer Outreach Heats Up
- Saltmarsh Hosts Accounting & Finance Students
- IRS Notice CP53E: What Is It & What to Do If You Receive One
- Beyond the Hype: What the Coming Mega-IPOs Mean for Your Portfolio
- Saltmarsh CEO Lee Bell Named to Forbes Best-In-State CPAs List
- Introducing Our New Podcast: Integrated Wealth Perspectives
- Outsourced Accounting for Nonprofits
- Manufacturing Cash Flow Forecasting Services for Volatile Markets
- Church Accounting Services for Donor Tracking & Financial Transparency
- Real Estate Accounting Services for Cash Flow Visibility and Portfolio Performance
- Maximizing Your Home Office Deduction
- What CEOs and CFOs Need to Know About Outsourced Accounting Costs
- How Outsourced Accounting Helps Growing Businesses Scale with Confidence
- Are You 5500 Compliant? Key Considerations for Health & Welfare Plans
- Cost Forecasting for Contractors
- Avoid Costly Bookkeeping Mistakes in Your Construction Projects
- How Does a Construction Bond Work?
- New FNHURS Extension Could Help You Avoid a $10K Penalty
- Saltmarsh Financial Advisors Welcomes Jeff Crouse
- View All Articles
