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2024 Individual Tax OrganizerTools & Resources

Our 2024 Individual Tax Organizer can help you capture essential information needed for preparing your tax return due April 2025. Select and complete forms based on your tax needs and return to your Saltmarsh preparer.

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Saltmarsh Financial Advisors' Quarterly Investment UpdateMarket Insights for Long-Term Investors

Saltmarsh Financial Advisors quarterly Investment Update newsletter features market insights, research and perspectives from our advisor network and investment management team.

Saltmarsh Siren: Healthcare Hot TopicsFocusing on the Post-Acute and Acute Healthcare Industries

Specifically for our clients and friends in healthcare, stay up-to-date with regular "Saltmarsh Siren" email updates featuring our breakdown and analysis of complex regulatory matters, important Medicare and Medicaid updates and other industry news and changes.

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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.