Tools & Resources


Stay Ahead with Saltmarsh InsightsMonthly Highlights for Business Leaders & Individuals

Get practical guidance on tax planning, accounting, wealth management, and emerging business issues – plus firm news and expert perspectives delivered straight to your inbox each month.

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2025 Year-End Tax Planning HighlightsFor Individuals & Businesses

Both businesses and individual taxpayers are navigating a fast-changing tax landscape shaped by major legislative shifts, including the One Big Beautiful Bill Act (OBBBA), moderating inflation, and recent Federal Reserve rate cuts. These developments present important planning considerations as taxpayers look for ways to manage cash flow and reduce liabilities.

Our year-end guides outline the most pressing tax issues for businesses and individuals, highlighting key federal tax developments and offering actionable strategies for reducing, deferring, or accelerating tax obligations.

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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.

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'Saltmarsh Siren' Updates for HealthcareFocusing on Post-Acute & Long-Term Care Providers

Specifically for our clients and friends in healthcare, regular updates feature a breakdown and analysis of complex regulatory matters, important Medicare and Medicaid updates, and industry news and changes.

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