Insights
The Final Chapter of the Estate Plan
12/09/2025 - By Julie Edwards, CPA & David Uslan
Losing the last surviving parent brings complex legal, financial, and tax responsibilities. Learn key steps for managing trusts and estates, filing final tax returns, handling Form 1041 and Form 706, and preserving your parents’ legacy with confidence.
How to Prepare for a Spouse's Passing
09/25/2025 - By Julie Edwards, CPA & David Uslan
Planning for life after the loss of a spouse is emotionally and financially challenging. This guide explores essential tax strategies couples should know to avoid costly mistakes and ensure financial clarity during difficult times.
What to Do After a Windfall? Steps to Financial Security
09/02/2025 - By Michael C. Hall, CFP
Just received a financial windfall? Whether it’s from selling a business, an inheritance, or even winning the lottery, learn how to make the most of it with smart strategies for long-term financial security.
Past Posts
- Tax Law Impacts: One Big Beautiful Bill Act
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
- Estate Planning Essentials
What's Happening at Saltmarsh
Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
12/15/2025 - By Celia Nofsinger
Saltmarsh partner Suzanne Bach, CPA, CIT, joins the ABC Florida Gulf Coast Board to champion leadership, mentorship, and industry growth in Tampa Bay.
CPA Exam Success Starts with Knowing Your Why
10/02/2025 - By Stacie Gaffrey, CPA
Studying for the CPA exam isn’t just about flashcards and practice tests—it’s about knowing your personal “why.” This blog shares a powerful story of resilience, showing how purpose can carry you through even the toughest moments on your path to becoming a CPA.
Land Your First Accounting Job
09/23/2025 - By Jessica Ford
Graduating soon with an accounting degree? Discover practical tips to land your first job from resume and LinkedIn optimization to networking with firms and recruiters.
Past Posts
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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501
Local Phone: (850) 435-8300
Email: info@saltmarshfa.com
2025
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Saltmarsh Financial Advisors, LLC operates in connection with the brand Saltmarsh. Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.