InsightsPosts By Category
Maximizing Your Home Office DeductionA 2026 Guide for Business Owners & Entrepreneurs
3/30/2026
Remote work, side businesses, and consulting have made the home office deduction more relevant than ever. Yet, many business owners misunderstand what qualifies, leaving money on the table, or risking IRS scrutiny.
What CEOs and CFOs Need to Know About Outsourced Accounting Costs
3/27/2026
For many CEOs and CFOs, the question is not just what outsourced accounting services cost. It is whether the financial visibility they gain will help them make better decisions, reduce risk, and scale their organization more effectively. Pricing matters, but it is rarely the whole story.
How Outsourced Accounting Helps Growing Businesses Scale with Confidence
3/27/2026
If you're a business owner or organizational leader, there's a good chance you've spent time you didn't have reconciling accounts, chasing down receipts, or reviewing financial reports that arrived weeks too late to act on.
Are You 5500 Compliant? Key Considerations for Health & Welfare Plans
3/27/2026
Many employers and plan sponsors wonder, “Do I have to file a Form 5500 for my Health and Welfare Plans?” While most employers/plan sponsors are very familiar with filing Form 5500 for their retirement plans, many are not as confident about the Form 5500 filing requirement for their health and welfare plans.
Avoid Costly Bookkeeping Mistakes in Your Construction Projects
3/24/2026
When bookkeeping is solid, contractors can trust their numbers and make informed decisions about bidding, hiring, equipment purchases, and project financing. When it's not, you're basically running your company on optimism and caffeine.
What the Best Accounting Outsourcing Companies Provide that Bookkeepers Don't
3/2/2026
Discover the key differences between bookkeeping and outsourced accounting. Learn how a team of credentialed CPAs can provide controller and CFO-level insights, improve compliance, and help your growing business make strategic financial decisions.
How an Outsourced Accounting Department Transforms Month-End Close
3/2/2026
Struggling with slow, error-prone month-end closes? Discover how an outsourced accounting department brings structured processes, defined roles, and controller-level oversight to help growing businesses close faster, strengthen lender relationships, and support better financial decisions.
Meals & Entertainment ExpensesUnder the One Big Beautiful Bill Act
2/18/2026
The One Big Beautiful Bill Act (OBBBA) changes how businesses deduct meal and entertainment expenses beginning in 2026.
How Accounts Payable Outsourcing Improves Accuracy, Speed, and Internal Controls
2/9/2026
Many small to midsized businesses unknowingly outgrow their accounts payable controls, creating hidden financial risk until outsourcing turns a back-office weakness into a governance strength.
The Hidden Benefits of Accounts Receivable Outsourcing for Businesses
2/9/2026
Excess DSO traps cash and raises risk for growing businesses. Learn how accounts receivable outsourcing improves collections, strengthens controls, and signals operational maturity to lenders and buyers.
IRS Releases FAQ on Paper Check Phase-OutWhat Taxpayers Need to Know
2/4/2026
The IRS just released a new FAQ clarifying how it will move away from paper checks for tax refunds and payments.
Construction Accounting Methods Explained: Cash, Accrual, and Percentage-of-Completion
1/30/2026
Cash, accrual, CCM, or PCM? Discover how construction accounting methods affect taxes, financial statements, and bonding, and how to choose the right one.
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.
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.
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.
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.
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.
Past Posts By Category
- 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
- Avoid Costly Bookkeeping Mistakes in Your Construction Projects
- What the Best Accounting Outsourcing Companies Provide that Bookkeepers Don't
- How an Outsourced Accounting Department Transforms Month-End Close
- Meals & Entertainment Expenses
- How Accounts Payable Outsourcing Improves Accuracy, Speed, and Internal Controls
- The Hidden Benefits of Accounts Receivable Outsourcing for Businesses
- IRS Releases FAQ on Paper Check Phase-Out
- Construction Accounting Methods Explained: Cash, Accrual, and Percentage-of-Completion
- Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
- The Final Chapter of the Estate Plan
- What to Know Before Year-End
- 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
- What to Do After a Windfall? Steps to Financial Security
- Tax Law Impacts: One Big Beautiful Bill Act
- Estate Planning Essentials
- Why You May Need a Revocable Trust
- Alphabet Soup of Estate Planning
- 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
- View All Posts
