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Alphabet Soup of Estate Planning

3/25/2025 - By Julie Edwards, CPA and David Uslan, CPA

Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.

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Featured News

Allison Jones Elected Shareholder

12/10/2020 - By Nancy Patton

We're excited to announce that Allison Jones, CPA, has been elected shareholder as of January 1, 2021. 

“Allison has become an indispensable member of our leadership team and throughout the firm,” said Lee Bell, President. “She is a great example of balance, poise and calm leadership with her dedication to our clients and a successful career. We look forward to even greater things from her, and the positive impact she brings to our people and our business.”

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Beacon Summer Leadership Program 2023

4/3/2023 - By Allie Jackson

As aspiring young professionals continue their journey towards graduation and beyond, we at Saltmarsh, Cleaveland & Gund want to help them achieve their goals with Beacon, our exclusive 2-day summer leadership program for college students pursuing a career in public accounting.

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