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Featured Blog
Feeling Generous? Secure Your Own Financial Well-Being First!
11/20/2024 - By Michael Hall, CFP
Just as airline safety instructions advise securing your own oxygen mask first, clients should prioritize their financial stability before focusing on giving. With the right guidance, clients can build a personalized plan that aligns with their life goals—including charitable giving—while reducing tax impacts and ensuring they have enough funds for their lifetime.
Recent Blog Posts
- Feeling Generous? Secure Your Own Financial Well-Being First!
- Skilled Nursing Providers: Review Your CMS SNF Provider Preview Reports by November 14, 2024
- Baldrige Excellence Framework
- Understanding the Updated CMS Form CMS-10055
- Election Years & Their Impact on the Market: A Data-Driven Perspective
- Strategies to Reduce Manufacturing Inventory Variances
- Tax Alert: Beneficial Ownership Information (BOI) Reporting Requirement
- Michael C. Hall Joins Saltmarsh Financial Advisors
- View All Blog Posts
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.”
Recent News & Articles
- Allison Jones Elected Shareholder
- Saltmarsh Announces Internal Promotions of 2020
- Saltmarsh Again Named Regional Leader by Accounting Today
- Saltmarsh Wins Marketing Achievement Award for Commitment to Service
- Saltmarsh Announces the Internal Promotion of Caroline Beasley
- Important COVID-19 (Coronavirus) Updates
- The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019
- Saltmarsh Announces Internal Promotions of 2020
- View All News & Articles
Featured Video
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.
Recent Videos
