BlogYour Inside Look at Saltmarsh

Common HMDA Errors to Check Before Filing

2/26/2020 - By Jennifer Paradise, CRCM

By now HMDA-reporting institutions are in one of two camps - the HMDA-LAR is already scrubbed and ready for submission or the HMDA-LAR is being scrubbed and with any luck, it will contain no errors and it will be ready just in time for the March 1st deadline. Here are a few common errors found during the scrubbing process...

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Previously Suspended HELOC Line Amounts: Don't Forget TILA

2/19/2020 - By Jennifer Paradise, CRCM

Many of us have seen rising property values in recent years, which is generally a good thing. However, this brings up a regulatory issue for creditors that suspended or reduced the limit on home equity lines of credit due to a significant decline in value resulting from the mortgage financial crisis that began in 2008...

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Saltmarsh Hosts "Investments & Taxes" Panel Throughout Florida

2/13/2020 - By Nancy Patton

We started the year off on the road with a series of tax and investment-focused educational events across the state of Florida. The events featured an impressive panel of financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors, Saltmarsh, Cleaveland & Gund, and Dimensional Fund Advisors to shed light on how a ‘one team’ approach to planning for the future provides peace of mind and benefits your bottom line. 

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New Year, New Traditional IRA Rules

2/6/2020 - By Constance O'Donnell

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) has been a hot topic these past few months. The Act, which was signed on December 20, 2019, included many new traditional IRA rules and repeals that you should be aware of. 

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SECURE Act PassesWhat Does it Mean for Retirement Plans & IRAs?

1/30/2020 - By Jim Hallberg, J.D., ERPA, QPA, QKA

The Department of Labor issued a final rule on association retirement plans and a proposed rule to establish an additional safe harbor for electronic delivery of notices and disclosures. The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE, was added as Division O to the Further Consolidated Appropriations Act, 2020 (FCAA) and here is everything you need to know.

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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.

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