Resources


2017 Year-End, Year-Round Tax Planning Guide

This tax year poses considerable uncertainty due to the unresolved status of proposed tax reform legislation. Rest-assured, we look forward to working with you to review your specific tax situation and ensure that you are prepared for a variety of possible scenarios. As part of our commitment, we present the 2017 Year-End, Year-Round Tax Planning Guide.

Please remember to contact your Saltmarsh tax advisor before implementing any of the recommendations set forth within this guide, as it is intended to provide broad suggestions only. 

2017 Year-End, Year-Round Tax Planning Guide


Tax OrganizerTools & Resources

This organizer can help you capture essential information needed for preparing your tax return. Select and complete forms based on your specific tax needs and return to your Saltmarsh preparer.

Download a Tax Organizer


Saltmark Industry ReportTools & Resources

Assess your business' health and performance with a Saltmark Industry Report. This comprehensive, industry report is generated using the company data of your peers. Not only does your customized Saltmark Report outline how your company compares to the industry on an account-by-account basis, but it also highlights key performance indicators to uncover strategies for lowering costs and increasing profits.

Request your Saltmark Industry Report


The Trusted Business Insider eNewsletterQuarterly eNewsletter for Individuals and Small Businesses

The Trusted Business Insider covers a variety of subjects concerning best practices and the latest developments impacting individuals and small to mid-sized businesses.

Click to Subscribe: The Trusted Business Insider


Investment Update NewsletterQuarterly Investment Management Newsletter

Investment insights and market updates from Saltmarsh Financial Advisors.

Click to Subscribe: Investment Update


Dimensions Newsletter for Construction IndustryQuarterly Construction Industry Newsletter

A CPA's report for the construction industry. Keeping you up-to-date on current issues and trends affecting the industry, while also highlighting financial matters of importance.

Click to Subscribe: Dimensions


The Saltmarsh Report eNewsletter for Law FirmsQuarterly eNewsletter Focusing on the Business of Law

For our clients and friends in the legal profession, The Saltmarsh Report features articles covering a variety of subjects, including tax law, lost profits and damage calculation, firm governance, succession planning and investment advice.

Click to Subscribe: The Saltmash Report


Quarterly Bank Performance & Regulatory ReportsPublished by The Bank Advisors

The Bank Advisors at Saltmarsh publish a series of quarterly reports for community banks across the Southeast. 

Our Asset Quality and Performance Comparison reports keep you informed about the financial condition and performance of your industry peers, while our Regulatory/Compliance Changes Matrix will help you stay ahead of the compliance curve in an ever-changing regulatory environment. 

Join our distribution list to receive these reports as they are released each quarter.

Asset Quality Report - 2nd Quarter 2018

Performance Comparison Report - 2nd Quarter 2018

Regulatory/Compliance Changes Matrix


Quarterly Credit Union Performance & Regulatory ReportsPublished by The Credit Union Advisors

The Credit Union Advisors at Saltmarsh publish a series of quarterly reports for credit unions in Florida and Alabama.

Our Performance Comparison reports keep you informed about the financial condition and performance of your industry peers, while our Regulatory/Compliance Changes Matrix will help you stay ahead of the compliance curve in an ever-changing regulatory environment.

Join our distribution list to receive these reports as they are released each quarter.

Performance Comparison Report - 2nd Quarter 2018

Regulatory/Compliance Changes Matrix


Reingruber Alerts for HealthcareFocusing on the Post-Acute and Acute Healthcare Industries

For our clients and friends in healthcare, Reingruber Alerts feature our team's analysis of current changes, such as complex regulatory matters, Medicare and Medicaid updates, and more. 

Click to Subscribe: Reingruber Alerts for Healthcare


Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

ST. PETERSBURG
(727) 821-9200

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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