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Nacha's Updated Written Statement of Unauthorized Debit: Should You Update Your WSUD Forms?

11/21/2023 - By Sallie O'Brien AAP, APRP

Consumer fraud has become a growing concern, particularly concerning financial transactions and investments. In light of recent fraud trends, including high-profile cryptocurrency fraud cases, Nacha has recognized the need to address the risks associated with false claims of unauthorized ACH debits. To protect consumers and educate them about the potential consequences of making such claims, Nacha has updated its sample Written Statement of Unauthorized Debit (WSUD) to include language outlining the penalties for misrepresentation.

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The Difference the Right Financial Advisor Makes

11/20/2023 - By Dimensional Fund Advisors

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

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The Atlanta Experience: Shareholder Retreat 2023 Recap

11/17/2023 - By Nancy Patton

In October, our shareholders stepped away from the office to enjoy a refreshing dose of camaraderie and strategic planning with the future in focus at our annual Shareholder Retreat in the vibrant city of Atlanta! The timing couldn't have been better, as the crisp autumn air welcomed our team and served as the perfect transition into fall. Over four days, our shareholder group engaged in meaningful conversations and generated innovative ideas that will shape the future of our firm.

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Scary Stories: Imposter Fraud (Webinar On Demand)

11/15/2023 - By Saltmarsh Financial Advisors

Webinar On Demand! In 2022, 2.4 million consumers reported losing money to fraud – totaling nearly $8.8 billion in lost wealth. The most prevalent was imposter fraud. Watch this webinar for a short storytelling of imposter fraud stories and learn the best practices to protect you and your family’s wealth.

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Employee Retention Credit (ERC) Update: Everything You Need to Know About the ERC Moratorium

11/14/2023 - By Glenn Scharf, CPA, CVA

The Employee Retention Credit (ERC) was created to incentivize companies to maintain their payroll during the COVID-19 pandemic and consequential economic shutdown. However, due to numerous falsified claims, the Internal Revenue Service issued a moratorium on new ERC claims effective September 14, 2023, through December 31, 2023. Keep reading for recent ERC updates and how they could affect your business.

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