Resource HubDelivering Insights & Expertise

Secure Exchange of Standardized Letters of IndemnityNow in Nacha's Risk Management Portal

8/11/2022 - By Janice Weisz, AAP

Many financial institutions require a written indemnification agreement to be completed in connection with requested ACH returns. This is especially the case when the return of funds cannot be completed using an ACH return entry (i.e., an R06 Return Reason Code) or funds are returned outside the ACH Network (i.e., via wire or check). 

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Best Practice Suggestions for Back-Testing Asset-Liability Management (ALM) Models for Accuracy

8/10/2022 - By Terry Treadwell, CPA

Back-testing has been challenging during this COVID period due to large volume variances and asset yield variances caused by high loan and deposit growth coupled with forecasts not incorporating PPP loan-related fees.

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Saltmarsh Financial Advisors Client Portal Tutorial

8/9/2022 - By Sarah Horne

Saltmarsh Financial Advisors is pleased to present our Client Portal Tutorial video! 

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Saltmarsh Named Among Accounting Today's 2022 Best Firms to Work For

8/2/2022 - By Allie Jackson

We are proud to share that we have been named one of Accounting Today’s 2022 Best Firms to Work For!

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Flexible Practices in Bond TradingA Video from Dimensional Fund Advisors

7/29/2022 - By Mark Hemby, CFA

Being selective about when to buy and sell securities can lead to better execution prices - and better returns for investors.

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Past Posts

• Secure Exchange of Standardized Letters of Indemnity
• Best Practice Suggestions for Back-Testing Asset-Liability Management (ALM) Models for Accuracy
• Saltmarsh Financial Advisors Client Portal Tutorial
• Saltmarsh Named Among Accounting Today's 2022 Best Firms to Work For
• Flexible Practices in Bond Trading
• Words to Live By
• Webinar Materials: The New ACH Rules on Micro-Entries
• A Nonprofit's Guide to Cost Allocations
• Bonds 101
• Saltmarsh is Always Up for a Challenge
• Your Provider Relief Fund Checklist
• Nacha Micro Entry-Rule
• State and Local Tax: Basics to Consider
• Provider Relief Fund Reporting Period 3 Is Now Open
• GAAP In-Kind Reporting Update: ASU 2020-07 Effective for Nonprofit Organizations for Fiscal Years Beginning After June 15, 2021
• Halfway Through the Year, Here's What You Should Know
• Webinar Recording: Tax Benefits of Owning Investment Properties
• Extra, Extra! Why Financial Headlines Shouldn't Drive Your Investment Decisions
• Camille Heckmann and Stephen Helms-MacBeth Accepted to Leadership Pensacola Class of 2023
• Elder Financial Exploitation by the Numbers
• CECL: What About Credit Losses on Debt Securities?
• Supplementing Data Security Requirements Rule Phase 2
• Saltmarsh Financial Advisors Once Again Recognized as Top Wealth Advisory Firm by Accounting Today
• Webinar Materials: ODFIs - How Do You Keep Your ACH Clients Informed?
• Tax Breaks for Businesses and Self-Employed Taxpayers
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