Resource HubPosts By Category
The Final Chapter of the Estate PlanAdministering the Estate After Both Parents Pass
12/9/2025
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.
What to Know Before Year-End2025 Tax Planning for Individuals and Businesses
12/4/2025
A 2025 year-end tax guide for businesses and individuals covering key developments, planning strategies, and opportunities to prepare for 2026.
The End of Paper Refund Checks: Are You Ready for the IRS Digital Shift?
10/1/2025
The IRS has announced a major change that will impact how millions of Americans receive their tax refunds. Starting September 30, 2025, paper refund checks for individual taxpayers will begin to be phased out, marking a significant step toward a fully digital tax system.
How to Prepare for a Spouse's Passing: Practical Steps for Peace of Mind
9/25/2025
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.
Tax Law Impacts: One Big Beautiful Bill ActOverview of the New Tax Landscape Impacting Individuals & Businesses
8/12/2025
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.
Estate Planning EssentialsHow to Protect Your Family's Legacy
7/29/2025
Whether you’ve built a successful business, have a growing family, or simply want to ensure your final wishes are honored, this post will help you understand the foundational elements of estate planning and how to begin creating a plan that reflects your values. Read why estate planning matters.
Why You May Need a Revocable Trust
6/11/2025
Estate planning ensures your assets are distributed according to your wishes after death. A will is a common tool for this, but many individuals should also consider adding a revocable trust to their estate plan. Understanding the purposes, benefits, and limitations.
Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
4/4/2024
Throughout 2023 and 2024, Saltmarsh Financial Advisors will host a 4-part women-focused series centered on building confidence and community around the unique financial situations individuals may face in their lives. Featured segments will focus on the central themes of navigating loss, divorce, caregiving and philanthropic giving.
5 Essential Documents for Your Estate Plan
7/25/2023
Facing our own mortality can be a tough topic to tackle, which is why estate planning is so crucial. Taking the time to plan ahead can provide peace of mind and assure that our wishes will be honored. We can decide who gets what, who takes care of the kids, and even how we want our healthcare handled. Estate planning is all about making things easier for us and our loved ones down the road.
IRS Extends Certain Tax Filing and Payment Deadlines to May 17
4/1/2021
The Internal Revenue Service confirmed in an announcement on March 29, 2021, that individuals have until May 17, 2021 to meet certain deadlines that would normally fall on April 15.
New IRS Guidance Regarding Tax Due Date Change 2021
3/18/2021
On Wednesday, March 17th, the U.S. Treasury Department and Internal Revenue Service extended the due date of individual Federal income tax returns and the deadline to make contributions to IRAs and HSAs from April 15, 2021 to May 17th, 2021.
PPP Loan Forgiveness Assistance
6/11/2020
If your business has received a Paycheck Protection Program (PPP) loan from the Small Business Administration (SBA), you may be concerned about meeting the loan forgiveness requirements. Our team can assist with reviewing forgiveness applications that present questions or need additional analysis and are here to address your questions regarding overall forgiveness.
WEBINAR MATERIALS: Strategies for Maximizing PPP Loan Forgiveness, Part II
5/28/2020
Our presentation held on Thursday, May 28th reviewed the latest guidance on properly documenting expenses for PPP loan forgiveness and the interim Final Rule. Access webinar materials here.
COVID-19 is Accelerating the Rise of the Digital Economy
5/8/2020
Digital transformation is necessary during this crisis, but that doesn’t mean it will look the same as it did before the pandemic. New problems and opportunities have come to light with greater urgency. For some businesses, the forces of disruption may be so great that the long-term strategic vision will need to be overhauled.
WEBINAR MATERIALS: How COVID-19 is Impacting Retirement Planning
5/7/2020
The Coronavirus Aid, Relief, and Economic Stimulus Act, or “CARES Act” brought important changes to retirement plans that every investor should be aware of. Learn about these changes, how they are impacting retirement planning, and what actions you should take to have an investment plan you can stick with to achieve peace of mind. Access webinar materials here.
Exhausted Your Cares Act Paycheck Protection Program Options? Main Street Lending Can Provide Additional Liquidity
5/3/2020
The Main Street Lending Program, whereby the Treasury will carve out $75 billion of the available $454 billion under Title IV to make an equity investment in a special purpose vehicle (SPV), which will enable the flow of credit to small and medium-sized businesses that were in good financial standing prior to COVID-19.
CARES Act Impacts on Net Operating Losses: Frequently Asked Questions
5/3/2020
The CARES Act includes changes to the tax treatment of business net operating losses (NOLs) for corporations and other taxpayers. Given the significant role NOLs can play in increasing cash flow and helping to mitigate financial distress, we’ve compiled Frequently Asked Questions around NOLs to help break down the latest changes in the CARES Act and what they mean for your business.
WEBINAR MATERIALS: Staying Connected & Empowering Your Team Using Collaboration Tools
4/30/2020
When it comes to working remotely, using virtual tools, and leveraging technology, what can business owners and managers do today that will help ensure they emerge successfully from the COVID-19 pandemic?
A Return to Work in the New NormalHow companies should plan to return to work and emerge from COVID-19 stronger and smarter.
4/21/2020
As the response to the COVID-19 pandemic progresses, many companies have established operational crisis management teams and adjusted to global restrictions on work and movement. Executives are now beginning to ask the question: How are we going to return to work?
All Employers Can Defer Employment Tax Deposits Until Paycheck Protection Program Loan is Forgiven
4/21/2020
The IRS has issued frequently asked questions (FAQs) on the payroll tax deferral opportunity provided by the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (Public Law 116-136). Under that provision, employers of all sizes (including tax exempt/non-profit employers) can defer the deposit and payment of the employer's share of Social Security taxes.
Documentation & Accounting for PPP Loan Forgiveness
4/21/2020
As many of our clients have already started receiving their Payroll Protection Program (PPP) loan proceeds, the Saltmarsh COVID Recovery Response Team is recommending guidelines for how these loans should be handled, both from the operations and accounting (recording on the books) standpoints.
Individuals: What You Need to Know About the CARES Act
4/6/2020
On March 6, 2020, the Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 was enacted, becoming the first of three Congressional relief and stimulus acts passed. This alert briefly summarizes the following relief provisions enacted in the Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted on March 27, 2020.
CARES Act Aids Employers Who Continue to Pay Employees
4/6/2020
Section 2301 provides a refundable payroll tax credit for certain wages paid to employees. Section 2302 allows employers to defer the deposit of certain employment taxes for as much as two years. Taken together, these provisions provide significant relief for employers and are designed to encourage employers to continue paying wages to employees during these unprecedented times.
CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees
4/6/2020
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (H.R. 748) includes several relief provisions for tax-qualified retirement plans, expands health care flexible spending accounts so funds can be used for over-the-counter items, clarifies some health insurance plan questions, and, through year-end, allows employers to reimburse employees for student loan payments tax-free.
Coronavirus Aid & Relief: Eligibility for CARES Act, SBA Lending and FFCRA
4/2/2020
Virtually everyone is impacted in some way by the virus and the flood of relief programs and decisions for both individuals and businesses can be overwhelming. As funding may be limited, it is important to act quickly.
Past Posts By Category
- The Final Chapter of the Estate Plan
- What to Know Before Year-End
- The End of Paper Refund Checks: Are You Ready for the IRS Digital Shift?
- How to Prepare for a Spouse's Passing: Practical Steps for Peace of Mind
- Tax Law Impacts: One Big Beautiful Bill Act
- Estate Planning Essentials
- Why You May Need a Revocable Trust
- Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
- 5 Essential Documents for Your Estate Plan
- IRS Extends Certain Tax Filing and Payment Deadlines to May 17
- New IRS Guidance Regarding Tax Due Date Change 2021
- PPP Loan Forgiveness Assistance
- WEBINAR MATERIALS: Strategies for Maximizing PPP Loan Forgiveness, Part II
- COVID-19 is Accelerating the Rise of the Digital Economy
- WEBINAR MATERIALS: How COVID-19 is Impacting Retirement Planning
- Exhausted Your Cares Act Paycheck Protection Program Options? Main Street Lending Can Provide Additional Liquidity
- CARES Act Impacts on Net Operating Losses: Frequently Asked Questions
- WEBINAR MATERIALS: Staying Connected & Empowering Your Team Using Collaboration Tools
- A Return to Work in the New Normal
- All Employers Can Defer Employment Tax Deposits Until Paycheck Protection Program Loan is Forgiven
- Documentation & Accounting for PPP Loan Forgiveness
- Individuals: What You Need to Know About the CARES Act
- CARES Act Aids Employers Who Continue to Pay Employees
- CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees
- Coronavirus Aid & Relief: Eligibility for CARES Act, SBA Lending and FFCRA
- View All Posts
