Insights
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.
Tax Law Impacts: One Big Beautiful Bill Act
08/12/2025 - By David Uslan, CPA
OBBBA, signed into law on July 4, 2025, makes permanent many provisions from the 2017 Tax Cuts and Jobs Act while introducing new tax benefits for individuals and businesses. At Saltmarsh, we are continuing to review the new provisions and their impact on your tax strategy. This article highlights some of the most significant changes from our initial review of the OBBBA.
Past Posts
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
- Estate Planning Essentials
- Magnifying Single-Stock Volatility
What's Happening at Saltmarsh
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.
Inside Saltmarsh's Level Up
09/04/2025 - By Celia Nofsinger
Discover how Saltmarsh teams embraced growth, creativity, and collaboration during the Level Up summer challenge. From elevator pitches to tiny habits, a bold rebrand, and helping our clients grow.
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.