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2021: A Year to Remember

1/5/2022

We hope you and your families enjoyed the holiday season and are excited for this new year. Managing your investments is a responsibility we don’t take lightly, and we want to continue to help you make sound financial decisions for many years to come. Part of our responsibility is to keep you informed as to what’s going on in the financial markets. 2021 was filled with some noteworthy moments, yet these moments did very little to negatively impact the US stock markets. 

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Six Year-End Portfolio Planning Conversations

12/15/2021

The end of the year is fast approaching! But before you say goodbye to 2021 and hello to 2022, here are a few conversations you should have with your CPA and Financial Advisor before December 31. 

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Saltmarsh Named One of Forbes' Top Recommended U.S. Tax and Accounting Firms

12/9/2021

We are excited to have been chosen by industry peers for the third time in a row as one of Forbes’ 2022 Top Recommended Tax and Accounting Firms in the U.S. “It is an honor to have the firm recognized for our tax and accounting services for three consecutive years,” said Lee Bell, CPA, Saltmarsh president. 

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The Importance of a Personal Budget

11/30/2021

Family roles have evolved over the years, but it’s still common to see households where one person manages the finances while the other partner is less hands-on. When circumstances change due to death or divorce, the remaining spouse or partner has a new world of responsibilities placed on them during a time of high emotional stress.

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2021 Year-End Tax Planning Webinar Series

11/17/2021

As another taxing (no pun intended) year comes to an end, business owners and individuals are seeking opportunities to maximize their savings through year-end tax planning. There are many beneficial strategies out there to position oneself for success in the new year and the tax experts at Saltmarsh are here to provide clarity in a multi-part webinar series. Learn more and register!

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The Importance of a Financial Advisor After Death or Divorce

11/15/2021

Sometimes in life, we’re faced with challenging transitions. Few are as difficult as divorce or the death of a spouse. During these challenging times, a competent financial advisor can be invaluable. 

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Digital Assets and 21st Century Estate Planning

10/4/2021

Today, more than ever, our daily routines are intertwined with a digital world that didn’t exist that long ago. Collectively, we wake up and check our phones. “For missed calls”, you ask? No, for every reason except actual phone calls. Whatever the reason, your phone has become the gateway to your life. Welcome to the 21st century! But what happens to your digital life when you’re no longer physically alive? The answer has a lot to do with the preparations you’ve made before you pass. 

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Crypto: Currency or Investment?A Perspectives Video from Dimensional Fund Advisors

9/27/2021

In this video (from June 22, 2021) moderated by Regional Director Courtney Scott, Philipp Meyer-Brauns, PhD, Head of Investment Solutions Analytics and Vice President at Dimensional, discusses the volatility associated with bitcoin and evaluates whether the cryptocurrency has an expected return, can mitigate investment uncertainty, or could be used to meet short-term liquidity needs. He also analyzes the role bitcoin could play in investment portfolios.

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Cryptocurrency - It's Time to Acknowledge the Elephant in the Room

9/20/2021

I never thought I would write about cryptocurrency, but with a current global market cap of $2.24 trillion, it doesn’t really matter what I might think about it anymore. There is simply too much money in this space to ignore it any longer.

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Saltmarsh Named Best Accounting Service and Best Financial Planning by Tampa Bay Times

8/23/2021

We are honored to be recognized by the Tampa Bay Times as a 'Best of the Best' Best Accounting/Tax Service! We are also so excited for Saltmarsh Financial Advisors, LLC, who was also named a 'Best of the Best' Best Financial Planner in Tampa Bay!

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Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today

6/24/2021

Saltmarsh Financial Advisors, LLC is honored to be recognized by Accounting Today as a top firm by total assets under management (AUM)!

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Treasury's Green Book Provides Details On Administration's Tax Blueprint

6/23/2021

The Treasury Department on May 28 released its general explanation of tax proposals included in the Biden administration's fiscal year 2022 budget submission to Congress. Commonly known as the "Green Book," the 114-page document provides more details regarding the administration’s tax proposals that had been previewed in the American Jobs Plan and the American Families Plan.

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IRS Extends Certain Tax Filing and Payment Deadlines to May 17

4/1/2021

The Internal Revenue Service confirmed in an announcement on March 29, 2021, that individuals have until May 17, 2021 to meet certain deadlines that would normally fall on April 15. 

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New IRS Guidance Regarding Tax Due Date Change 2021

3/18/2021

On Wednesday, March 17th, the U.S. Treasury Department and Internal Revenue Service extended the due date of individual Federal income tax returns and the deadline to make contributions to IRAs and HSAs from April 15, 2021 to May 17th, 2021.

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How Does the Stock Market Perform When Interest Rates Rise?

3/5/2021

CLIENT QUESTION OF THE WEEK: How does the stock market perform when interest rates rise? Many believe the recent rise in interest rates is a reflection of investors' expectations for a strong economic recovery, certainly the desired outcome from the COVID-19 pandemic...

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What Are Roth Conversions?

1/12/2021

Roth Conversions... what are they? Why are they important? When are they appropriate? Financial Advisor Chris Stennett, CFP®, is here to give you a quick breakdown of Roth Conversions and how they can be incorporated into your investment strategy.

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Christina Doss Featured in Bella Magazine's Resilience Issue

12/8/2020

In the December 2020 “The Year of Resilience” issue of Bella Magazine, Managing Director of Saltmarsh Financial Advisors, LLC, Christina Doss, AAMS, weighs in on the importance of financial planning and shares pointers on how to create financial resilience.

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PPP Loan Forgiveness Assistance

6/11/2020

If your business has received a Paycheck Protection Program (PPP) loan from the Small Business Administration (SBA), you may be concerned about meeting the loan forgiveness requirements. Our team can assist with reviewing forgiveness applications that present questions or need additional analysis and are here to address your questions regarding overall forgiveness.

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Family Wealth Planning in A Time of Uncertainty

6/7/2020

The full impact of COVID-19 is unknown. While we wait for questions to be answered many are asking what can we do right now? What’s next for our families? What's next for family businesses and the people who work for them? Planning for our future generations is the greatest gift we can give, particularly during times of uncertainty.

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CARES Act Brings Important Changes to Retirement Plans

6/4/2020

The CARES Act was signed into law on March 27, 2020. The $2.2 trillion emergency package represents a massive fiscal effort to lessen the impact associated with COVID-19 across many sectors of the country. This information provides a brief outline of the provisions within the bill that will have a direct impact on retirement plans, their participants, and their administration. 

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WEBINAR MATERIALS: Strategies for Maximizing PPP Loan Forgiveness, Part II

5/28/2020

Our presentation held on Thursday, May 28th reviewed the latest guidance on properly documenting expenses for PPP loan forgiveness and the interim Final Rule. Access webinar materials here.

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COVID-19 is Accelerating the Rise of the Digital Economy

5/8/2020

Digital transformation is necessary during this crisis, but that doesn’t mean it will look the same as it did before the pandemic. New problems and opportunities have come to light with greater urgency. For some businesses, the forces of disruption may be so great that the long-term strategic vision will need to be overhauled. 

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WEBINAR MATERIALS: How COVID-19 is Impacting Retirement Planning

5/7/2020

The Coronavirus Aid, Relief, and Economic Stimulus Act, or “CARES Act” brought important changes to retirement plans that every investor should be aware of. Learn about these changes, how they are impacting retirement planning, and what actions you should take to have an investment plan you can stick with to achieve peace of mind. Access webinar materials here.

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CARES Act Impacts on Net Operating Losses: Frequently Asked Questions

5/3/2020

The CARES Act includes changes to the tax treatment of business net operating losses (NOLs) for corporations and other taxpayers. Given the significant role NOLs can play in increasing cash flow and helping to mitigate financial distress, we’ve compiled Frequently Asked Questions around NOLs to help break down the latest changes in the CARES Act and what they mean for your business.

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WEBINAR MATERIALS: Staying Connected & Empowering Your Team Using Collaboration Tools

4/30/2020

When it comes to working remotely, using virtual tools, and leveraging technology, what can business owners and managers do today that will help ensure they emerge successfully from the COVID-19 pandemic?

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