As a part of our commitment to help our clients and our staff to achieve excellence, Saltmarsh offers seminars, training and continuing professional education programs throughout the year.
Last July, the Department of Defense (DOD) expanded the reach of the Military Lending Act (MLA), which protects against high cost and predatory loans to covered members of the armed forces or their dependents.» Read More
Theres no question that participation levels for automatically enrolled 401(k) plans far outpace those for non-automatically enrolled plans. Yet traditionally, plan sponsors have been leery about adding this feature due to substantial penalties for elective deferral failures...» Read More
With all the responsibilities you have as a business owner, its easy to overlook your companys state and local tax (or SALT) liabilities. These taxes vary widely from one locality to another, and business owners are often unaware that they have SALT liabilities outside their home state. Figuring out whats owed where can be complicated.» Read More
Whether you are in the midst of rapid growth or emerging from an economic downturn, our Financial Institutions group has the talent, expertise and insight to help you and your institution thrive.
We know financial institutions. Since 1944, Saltmarsh has been providing auditing, tax, and consulting services to a wide range of financial institutions (Banks and Credit Unions). We currently serve approximately 140 financial institutions, ranging in size from $30 million to over $5 billion in total assets. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.
The members of the Financial Institutions Advisory Group have extensive experience providing auditing, tax and consulting services to financial institutions, with over 90% of their attention dedicated to this specialty area. In addition to annual participation in continuing education courses related to auditing and accounting for financial institutions, we regularly attend the AICPA National Banking conference, the Allinial Global Financial Institutions forum, the FDIC CPA Roundtable and other leading industry events.
We take pride in building long-lasting relationships with our clients. We encourage you to contact us to learn more about the benefits of establishing a relationship with our firm and the quality of our professional services.
Learn more about our Financial Institutions Consulting Services at thebankadvisors.com or thecreditunionadvisors.com. Please contact us at firstname.lastname@example.org or email@example.com.