Resource HubDelivering Insights & Expertise
The Final Chapter of the Estate PlanAdministering the Estate After Both Parents Pass
12/9/2025 - By Julie Edwards, CPA & David Uslan
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.
2025 Year-End Tax Planning GuidesIndividuals & Businesses
12/4/2025 - By Celia Nofsinger
A 2025 year-end tax guide for businesses and individuals covering key developments, planning strategies, and opportunities to prepare for 2026.
Major Changes Coming to Medicare Cost ReportsWhat Providers Need to Know
11/3/2025 - By Chris Biedal
CMS has issued major updates to the Medicare cost report (Form CMS-2540) for skilled nursing facilities. Learn what’s changing and how to prepare for 2025.
Job Schedule 101: Building Financial Strength in Construction
10/24/2025 - By Lisa Robles, CPA, CFE, CIT and Stacie Gaffrey, CPA
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.
2026 IRS Updates: New FSA, HSA, & QSEHRA Limits AnnouncedCurated insights for your 2026 planning season
10/17/2025 - By Judy Fryer
Plan ahead for 2026 with the latest IRS updates on FSA, HSA, QSEHRA, commuter benefits, and adoption assistance. Get curated insights to support your open enrollment and benefits strategy.
Past Posts
- The Final Chapter of the Estate Plan
- 2025 Year-End Tax Planning Guides
- Major Changes Coming to Medicare Cost Reports
- Job Schedule 101: Building Financial Strength in Construction
- 2026 IRS Updates: New FSA, HSA, & QSEHRA Limits Announced
- CPA Exam Success Starts with Knowing Your Why
- The End of Paper Refund Checks: What the IRS's Shift to Digital Means for You
- How to Prepare for a Spouse's Passing
- Land Your First Accounting Job
- The New Scorecard for Care
- Celebrating 20 Years of BankTalk
- Inside Saltmarsh's Level Up
- What to Do After a Windfall? Steps to Financial Security
- Celebrating Excellence in Financial Institutions Consulting
- Skilled Nursing Facility (SNF) Final Rule for 2026
- Proposed FDICIA Rule Could Eliminate HUD Audit
- Tax Law Impacts: One Big Beautiful Bill Act
- How Tariffs Are Reshaping U.S. Manufacturing
- BankTalk 2025: Who Is It For & What Should You Expect?
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
- 2025 Fair Lending Outlook
- Estate Planning Essentials
- Asset-Liability Management IRR Modeling 2025
- What Community Banks Need to Know About the Fed's Interest Rate Policy
- Magnifying Single-Stock Volatility
- View All Articles
