News & Press ReleasesAll Articles
Allison Jones Elected Shareholder
12/10/2020
We're excited to announce that Allison Jones, CPA, has been elected shareholder as of January 1, 2021.
“Allison has become an indispensable member of our leadership team and throughout the firm,” said Lee Bell, President. “She is a great example of balance, poise and calm leadership with her dedication to our clients and a successful career. We look forward to even greater things from her, and the positive impact she brings to our people and our business.”
Saltmarsh Announces Internal Promotions of 2020
7/8/2020
Saltmarsh is proud to announce recent internal promotions of 2020. Join us in congratulating these deserving team members!
Saltmarsh Again Named Regional Leader by Accounting Today
6/22/2020
Accounting Today has once again included Saltmarsh on its list of 2020 Gulf Coast Regional Leaders, which consists of top firms throughout Florida, Alabama, Louisiana and Mississippi.
Saltmarsh Wins Marketing Achievement Award for Commitment to Service
6/12/2020
Firm honored by the Association for Accounting Marketing (AAM) with Marketing Achievement Award for commitment to service and corporate social responsibility.
Saltmarsh Announces the Internal Promotion of Caroline Beasley
6/10/2020
Caroline Beasley, CPA, has been promoted to manager in the Tax & Accounting Services Department at Saltmarsh, Cleaveland & Gund.
Important COVID-19 (Coronavirus) Updates
3/12/2020
As we learn more about the evolution and impact of COVID-19 (Coronavirus), we want to assure our valued clients and friends that we are monitoring the situation closely. At this time, our main concern is for the health and safety of our clients, our employees and their families.
The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019
1/24/2020
“Service is at the core of our business, and it was truly an honor to give back in our communities across Florida and Tennessee to bring greater awareness to the many needs and organizations working to make a difference,” said Lee Bell, Saltmarsh president.
While honoring our 75th anniversary during 2019, we achieved 2,306 additional community service hours, 362 hours past our goal of 1,944 hours to mark the year we were founded.
Saltmarsh Announces Internal Promotions of 2020
1/3/2020
We're proud to announce the internal promotions as of January 1, 2020!
Saltmarsh Named One of Forbes' Top Recommended U.S. Tax Firms
12/19/2019
We have been chosen by our industry peers to be honored as one of Forbes Top Recommended Tax firms in the U.S.
Saltmarsh Surpasses Community Service Goal for 75th Anniversary
10/10/2019
We are excited to honor our founding year, 1944, by contributing more than 1,944 community service hours! We've achieved this goal three months ahead of schedule in 2019 and can't wait to see how many hours we are able to contribute by the end of our 75th anniversary year.
Saltmarsh Welcomes Norm Provvidenza in Tampaas Director of Tax & Accounting Services
9/13/2019
We are excited to announce that Norm Provvidenza, CPA, CGMA, has joined the firm as a director in the Tax Practice.
Justin Tate Joins Saltmarsh Financial AdvisorsExpanding Investment Advisory Offering to Destin & Fort Walton Beach
9/13/2019
Saltmarsh Financial Advisors LLC is proud to announce that financial services and banking industry veteran Justin T. Tate Sr. has joined the Fort Walton Beach office as an investment advisor.
Saltmarsh Named Among Top 200 American Accounting Firms by INSIDE Public Accounting
9/10/2019
Saltmarsh, one of the largest CPA-led business advisory firms in the southeastern U.S., was again ranked among the Top 200 accounting firms by INSIDE Public Accounting (IPA).
Christina Doss Featured in Bella Magazine's Passion Issue
6/3/2019
In the June 2019 “Passion” issue of Bella Magazine, Christina shares her passion for planning and offers advice on navigating life’s unplanned detours along the way.
Takeaways from Saltmarsh Financial Advisors' Investment Education Series
4/24/2019
Saltmarsh Financial Advisors recently hosted a series of investment-focused events in Pensacola and Tampa. Among the guests was Andrew Bowen, APR, who recently summarized what he learned.
Wynne E. Baker joins Saltmarsh in Tennesseeas a Director in the Financial Institution Advisory Group
4/18/2019
Saltmarsh is proud to announce that well-known national financial institution and accounting professional Wynne E. Baker, CPA, CBA, CFSA and CFF, has joined the firm as a director in our Financial Institution Advisory Group.
Accounting Today Honors Saltmarsh; Bell & Jackson Recognized on 2019 Inweekly Power List
4/17/2019
Saltmarsh has been recognized by Accounting Today as a Regional Leader for the Gulf Coast, while two of its leading executives, President Lee Bell, CPA, and shareholder Ronald Jackson, CPA, have been recognized on the 2019 Inweekly Magazine Power List.
Saltmarsh Featured in Pensacola News Journal
4/10/2019
In honor of our 75th Anniversary, longtime friend of the firm and widely-respected local historian John Appleyard recently spotlighted the story of Saltmarsh in his regular column in the Pensacola News Journal.
Saltmarsh Names Christina Doss ShareholderAssumes leadership of Saltmarsh Financial Advisors, LLC
3/18/2019
Saltmarsh, Cleaveland & Gund has named Christina Doss, AAMS® shareholder. Additionally, as Managing Director, Christina will assume the leadership role of the firm’s investment management affiliate, Saltmarsh Financial Advisors, LLC.
Saltmarsh Receives Recognition from Tampa Bay Business Journal
3/4/2019
Saltmarsh, Cleaveland & Gund, one of the largest CPA-led business advisory firms in the Southeast, is proud to announce that we have been recognized as one of Tampa Bay’s largest firms by the Tampa Bay Business Journal.
Saltmarsh Names Kliossis Tax & Accounting Lead
2/5/2019
Saltmarsh announces that Victor Kliossis has come aboard to lead the firm’s growth in tax and accounting services in the Tampa regional market.
Saltmarsh Celebrates Professional Recognition Awarded to Three Top Employees
1/28/2019
Saltmarsh, Cleaveland & Gund, one of the largest CPA-led business advisory firms in the southeastern U.S., announced today three of its young professionals have received awards and recognition for their outstanding leadership and contributions to the profession and community.
Saltmarsh Announces Internal Promotions of 2019Join us in congratulating them!
1/7/2019
Saltmarsh, Cleaveland & Gund is proud to announce the following internal promotions as of January 1, 2019.
Saltmarsh Marks 75th Anniversary in 2019Celebrating client, firm and community successes since 1944.
1/2/2019
Year-long festivities will feature focus on charitable work, client appreciation, employee enrichment, reflection on the firm's legacy and planning for future generations of success.
Banc Compliance Group, LLC Joins Saltmarsh
10/10/2018
Saltmarsh, Cleaveland & Gund, one of the region’s leading CPA-led consulting firms with offices in Tampa, Orlando, Ft. Walton Beach, Pensacola and Nashville is proud to announce that Banc Compliance Group, LLC (BCG) has merged with the firm effective October 1, 2018.
As a new shareholder, BCG’s former principal Connie Edwards will lead Saltmarsh’s financial institution practice in Tennessee and join a large, widely-recognized team focused on the financial institution industry. Saltmarsh has a talented, deep bench of accountants and consultants dedicated to advising financial institutions of varying size and complexity.
Saltmarsh Named One of the Nation's Top 200 Firms by INSIDE Public Accounting
8/15/2018
Saltmarsh, Cleaveland & Gund, one of the largest CPA-led consulting firms in the Southeast, has been recognized as one of the nation's Top 200 accounting firms according to INSIDE Public Accounting (IPA).
Saltmarsh Becomes Independent Member of BDO Alliance USA
6/6/2018
Saltmarsh has become an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals.
Saltmarsh Holds 2nd Annual Beacon Leadership Program for Accounting Students
6/5/2018
Saltmarsh welcomed 10 exceptionally qualified accounting students to our office on May 30th and 31st for Beacon, the firm’s summer leadership program. The dynamic, two-day program paired fundamental leadership training with team building and out-of-office activities to offer a 360-degree view of what it is like to work in the accounting field and be a part of Saltmarsh.
Saltmarsh Financial Advisors Announces Top Recognition In Advisor Choice Awards
4/10/2018
We are pleased to announce Advisor Perspectives, Inc., a leading publisher of investment and practice management-related content for financial advisors, recently released The Advisor Choice™ awards for the 2017 rankings on the asset managers advisors are most likely to recommend to their peers.
Stacy Denton Earns Certified Public Accountant Designation
3/5/2018
We are proud to announce that Stacy Denton has officially earned the designation of Certified Public Accountant (CPA) from the state of Florida. The path to CPA licensure is a rigorous process.
Busy Season Just Got BusierTax Cuts & Jobs Act Speaking Tours Begin
2/28/2018
It’s no secret that this time of year is “busy season” for the tax and accounting professionals at Saltmarsh. However, this year is exceptionally eventful given the recent passing of the Tax Cuts & Jobs Act, a sweeping tax package that marks a significant change to our nation’s tax code. With a host of changes affecting many areas of taxation, our experts have been on “speaking tours” across the region, breaking down the impact on businesses and individuals.
Saltmarsh Announces Internal Promotions
1/4/2018
Saltmarsh, Cleaveland & Gund is proud to announce the following internal promotions as of January 1, 2018.
Tax Cuts and Jobs Act (TCJA): For Individuals and Businesses
12/22/2017
The Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here's a look at some of the more important elements of the new law that have an impact on businesses and individuals. Unless otherwise noted, the changes for individuals are effective for tax years beginning in 2018 through 2025.
Rebecca Reynolds Earns Certified Public Accountant Designation
12/14/2017
We are proud to announce that Rebecca Reynolds has officially earned the designation of Certified Public Accountant (CPA) from the state of Georgia.
David Uslan Joins Saltmarsh as Shareholder
7/14/2017
Saltmarsh is excited to announce that David Uslan has joined the firm as our newest shareholder and tax practice co-leader. In this new role, he will work alongside shareholder Frank Riehle to guide the growth and expansion of the firm’s Tax & Accounting practice.
Saltmarsh Holds Beacon Leadership Program for Accounting Students
6/8/2017
Saltmarsh welcomed 10 exceptionally qualified accounting students to our office on June 1st and 2nd for Beacon, the firm’s first summer leadership program. The dynamic, two-day program paired fundamental leadership training with team building and out-of-office activities to offer a 360-degree view of what it is like to work in the accounting field and be a part of the Saltmarsh team.
Saltmarsh Hosts 2nd Annual Pensacola Business Leaders Funnel
5/16/2017
Our Pensacola office hosted the 2nd Annual Pensacola Business Leaders Funnel on Wednesday, May 10th. More than 75 local business owners and community leaders assembled for this unique forum, which was centered around pressing issues such as the importance of establishing and sustaining your corporate culture, understanding the current economic situation, and forecasting the impact of the 2017 presidential election.
Reingruber & Company, P.A. Joins Saltmarsh, Cleaveland & Gund
3/30/2017
Saltmarsh, Cleaveland & Gund is pleased to announce that Reingruber & Company, P.A., of St. Petersburg, Florida and its Nashville, Tennessee-based affiliate have merged with the firm effective March 1, 2017.
The addition of the Reingruber team provides Saltmarsh, Cleaveland & Gund with some of the nation’s top experts in healthcare consulting and enhances and expands the service offerings of the firm. The combined firm offers accounting, audit/assurance, tax, wealth advisory and many levels of specialized consulting services to clients throughout the U.S. and overseas.
Heineken and Heppler Earn the Certified Public Accountant (CPA) Designation
2/27/2017
Nicole Heineken and Brandon Heppler have recently earned the designation of Certified Public Accountant (CPA). They both passed a four part exam that tested their knowledge in Auditing and Attestation, Business Environment and Concepts, Financial Accounting and Reporting, and Regulation.
Saltmarsh, Cleaveland & Gund Announces Internal Promotions
1/4/2017
Saltmarsh, Cleaveland & Gund is proud to announce the following internal promotions as of January 1, 2017.
Saltmarsh Elects Suzanne Cox as Shareholder
12/12/2016
Saltmarsh is pleased to announce that Suzanne Cox has been elected shareholder as of January 1, 2017.
Saltmarsh Hosts 11th Annual Community Bank Events in Tampa
9/28/2016
Our 11th Annual Community Bank Events in Tampa featured three unique sessions with subject matter experts who focused on topics relevant in today’s banking and financial landscapes. The Compliance Funnel, which kicked-off the two-day event, featured speakers covering a broad range of issues from social media marketing and CRA best practices to regulatory concerns regarding the Telephone Consumer Protection Act (TCPA) and vendor management. Ethan Wall, president and founder of Social Media Law and Order, focused on how financial institutions can craft better social media strategies to avoid legal issues, both internal and external.
Doss Graduates From Leadership Florida Class Of XXXIV
6/6/2016
Saltmarsh Financial Advisors is pleased to announce that Christina Doss, AAMS® has graduated from the Leadership Florida Class of XXXIV. The goal of the ten-month educational program is to expose the 55 community leaders from across the state to a broad range of statewide critical issues with the objective of breaking down regional barriers and increasing statewide engagement and collaboration to positively impact the State’s economic development and quality of life. Subject matter experts addressed the group on topics ranging from Florida’s healthcare, education, natural resources and the ecosystem, the military’s impact on the state, Florida’s legislative process and the state’s diverse population.
Saltmarsh Hosts the Pensacola Business Leaders Funnel
5/13/2016
- Click here to view the event video that includes commentary from our guests and speakers -
On Wednesday, May 11th, Saltmarsh, Cleaveland & Gund hosted the Pensacola Business Leaders Funnel at Skopelos at New World. More than 100 business owners and community leaders gathered to hear subject-matter experts weigh in on topics such as the 2016 presidential election, healthcare reform and the ever-changing role of cyber security.
Saltmarsh, Cleaveland & Gund Announces 2016 Internal Promotions
1/5/2016
We are proud to announce the internal promotions at Saltmarsh, Cleaveland & Gund.
The 10th Annual Community Bank Technology and Compliance Funnels & Executive Forum
9/28/2015
The Bank Advisors at Saltmarsh hosted their 10th Annual Community Bank Events on September 24th and 25th at the University Club in Tampa, Florida. More than 200 representatives from community banks across the southeast attended this year, our largest and most successful event to date!
Doss Selected to Join Leadership Florida Class of XXXIV
9/8/2015
Saltmarsh Financial Advisors is pleased to announce that Christina Doss, AAMS® has been selected to join the Leadership Florida Class of XXXIV.
Dodd Frank Act Integrated Mortgage Disclosures Meeting - Tampa, Florida
2/23/2015
The 20-year wait is almost over. The final Integrated Mortgage Disclosure Rule under the Dodd Frank Act will be effective August 1, 2015. This Rule replaces the existing disclosure forms and procedures with a different approach to residential mortgage lending.
Are You at Risk? Internal Controls Help Deter Fraud
12/1/2014
Learn how your company can prevent becoming a victim of fraud with preventative measures.
Glenn Scharf, Listed In the Top 10 List
11/24/2014
Glenn Scharf has been featured as one of the "Top 10 Public Accounting Professionals" in Florida by The National Academy of Public Accounting Professionals.
Wayne Sumlin, CPA to Join Saltmarsh, Cleaveland & Gund
11/21/2014
Wayne Sumlin, CPA to Join Saltmarsh, Cleaveland & Gund on January 1, 2015.
Financial Advisors Launch New Website
7/10/2014
Saltmarsh Financial Advisors is proud to announce the premier of their new and improved website. The advancement of our website has been made to better serve you. We have integrated user-friendly navigation features, updated information and essential content to make our website a valuable resource to our clients.
The Bank Advisors Launch New Website
4/14/2014
The Bank Advisors at Saltmarsh, Cleaveland & Gund are proud to announce the launch of their new and improved website. This new design features the same valuable content and resources now integrated in a new, user-friendly format and navigation that adapts to your computer, tablet or smartphone.
Kendra Fendt Memorial Fund for Meredith Fendt
1/28/2014
The Saltmarsh family mourns the tragic loss of Kendra Fendt who passed away Thursday, January 9, 2014. Our thoughts and prayers go out to her husband Ed, her daughter Meredith and her entire family during this difficult time.
John Mascaro completes CCH IRS Representation Course
10/22/2013
Congratulations to Senior Manager John Mascaro for completing the CCH IRS Representation course.
Suzanne Cox to Appear on WTVT Fox 13 Tampa Bay
4/2/2013
Be on the lookout for Saltmarsh tax professional, Suzanne Cox, throughout the next few weeks! She'll be appearing in several upcoming tax segments on WTVT Fox 13 Tampa Bay between now and April 15th.
Happy 100th Birthday, Mrs. Gund!
3/20/2013
Mrs. Gund had a great time at the Country Club today for her 100th birthday lunch! Happy Birthday from all of us here at Saltmarsh, Cleaveland & Gund!
Congratulations to Philip de Boer, Brad Mostert, Josh Strickland and Nicole Fife on 2013 Promotions
1/14/2013
The following promotions at Saltmarsh, Cleaveland & Gund are effective January
1, 2013:
Saltmarsh Elects Stephen Reyes as Shareholder
1/14/2013
Saltmarsh is pleased to announce that Stephen Reyes has been elected to shareholder as of January 1, 2013.
Denice G. Miller, CPA and Glenn S. Cox, CPA have joined the firm's Orlando office
9/25/2012
Denice and Glenn join us through our acquisition of the Financial Institution Practice of Averett, Warmus, Durkee, Osburn, Henning and will now work with Paul Allen who opened our Orlando Office earlier this year.
Saltmarsh Professionals Earn Designation of Construction Industry Technician (CIT)
9/13/2012
Ten members of the Saltmarsh Construction Industry team have recently earned the designation of Construction Industry Technician (CIT)
John Watton, AAAPM Obtains Professional Designation
8/21/2012
The Association for Accounting Administration recognizes John Watton as an Accredited Administrator in Accounting Practice Management (AAAPM)
