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


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


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


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


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


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


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?


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?


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


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


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


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


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


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


In response to the impacts of COVID-19, many businesses have received funding through the Paycheck Protection Program (PPP) under the recently passed CARES Act and we have held a webinar on key considerations for PPP loan forgiveness. Access webinar materials here.

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COVID-19 is Accelerating the Rise of the Digital Economy


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


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


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


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? Access webinar materials here.

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Documentation & Accounting for PPP Loan Forgiveness


As many of our clients have already started receiving their Payroll Protection Program (PPP) loan proceeds, the Saltmarsh COVID Recovery Response Team is recommending guidelines for how these loans should be handled, both from the operations and accounting (recording on the books) standpoints.

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Individuals: What You Need to Know About the CARES Act


On March 6, 2020, the Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 was enacted, becoming the first of three Congressional relief and stimulus acts passed. This alert briefly summarizes the following relief provisions enacted in the Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted on March 27, 2020.

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CARES Act Aids Employers Who Continue to Pay Employees


Section 2301 provides a refundable payroll tax credit for certain wages paid to employees. Section 2302 allows employers to defer the deposit of certain employment taxes for as much as two years. Taken together, these provisions provide significant relief for employers and are designed to encourage employers to continue paying wages to employees during these unprecedented times.

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CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees


The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (H.R. 748) includes several relief provisions for tax-qualified retirement plans, expands health care flexible spending accounts so funds can be used for over-the-counter items, clarifies some health insurance plan questions, and, through year-end, allows employers to reimburse employees for student loan payments tax-free. 

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Coronavirus Aid & Relief: Eligibility for CARES Act, SBA Lending and FFCRA


Virtually everyone is impacted in some way by the virus and the flood of relief programs and decisions for both individuals and businesses can be overwhelming. As funding may be limited, it is important to act quickly.

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COVID-19's Impact on U.S. Retirement Plans


While decisions about safety and business operations are obviously top priorities now, plan sponsors still must maintain compliance for their retirement plans. We are here to help you navigate these decisions. We address three of the most immediate questions that companies should be considering related to their retirement plans.

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CARES Act Signed by President Trump


The Act is intended to have significant impact on the economy by providing loan forgiveness, supporting small businesses, enhancing unemployment insurance, and providing federal loans to industries severely impacted by the pandemic.

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