AI isn’t just for tech giants—it’s transforming community banking too! Join us on April 14 & 15 in Nashville for Saltmarsh’s annual BankChat to learn how your bank can safely and strategically implement AI today with speaker Nicholas Schuster, the National Sales Director for Cash Transactions LLC. Secure your seat and bring a colleague for 50% off with our BOGO deal! Explore the agenda, speakers and more at https://hubs.li/Q03dw05q0 ?? Monday, April 14 & Tuesday, April 15 ?? Nashville, TN ?? Double Registration Special: $600 for two bankers (code BOGO50BC; ends 3/28/25) ?? Earn up to 10 CERP, 9.5 CRCM, 3 CAFP credits + 11 CPE credits for CPAs #AIinBanking #Fintech #SaltmarshBankTalk #communitybanks
关于我们
Saltmarsh is one of the largest and most respected CPA-led business advisory firms in the Southeast, serving clients throughout the country and worldwide from offices across the State of Florida and in Nashville, Tennessee. The firm offers a full range of professional services for businesses and high net worth individuals, including external/internal audit and assurance, tax and estate planning, wealth management, financial planning, information technology consulting and computer systems evaluation, business valuation, litigation support, human resources consulting, employee benefits administration and specialized services for complex industries and multi-national corporations. Saltmarsh has been nationally recognized as one of Forbes’ Top Recommended U.S. Tax Firms, named one of the Top 200 Firms in the U.S. by INSIDE Public Accounting and a Regional Leader by Accounting Today. The firm is also an independent member of the BDO Alliance USA. This alliance provides us access to national resources and an international network of professionals that allows us to better serve our clients.
- 网站
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https://www.saltmarshcpa.com
Saltmarsh, Cleaveland & Gund的外部链接
- 所属行业
- 会计
- 规模
- 51-200 人
- 总部
- Florida
- 类型
- 私人持股
- 领域
- Accounting & Tax Services、Business Accounting & Advisory Services、Audit & Assurance、Investment Advisory Services、Information Technology Services和Medical Plans
地点
Saltmarsh, Cleaveland & Gund员工
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Angela Tumwa
Director, CPA, CGMA
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Lee Bell, CPA
President at Saltmarsh, Cleaveland & Gund, Independent Member of BDO Alliance USA
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Lisa Fairbanks
Tax Accountant and Tax Consultant helping businesses and individuals with tax solutions
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Jeff Clark
Financial Management | Operational Efficiency | Strategic Planning | Client Accounting Services | Technology Innovation | RPA & AI | Leadership |…
动态
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Fraudsters are evolving, are you keeping up? This #masterclass hosted by Jonathan Turner, ACFE Regents, takes you inside the mind of a scammer to help your bank detect, prevent and fight financial fraud. Don’t miss this deep dive into deception and defense at Saltmarsh BankChat on April 14 & 15 in Nashville! Plus, bring a colleague for 50% off with our BOGO special, learn more and register: https://hubs.li/Q03dw2MC0 ?? Monday, April 14 & Tuesday, April 15 ?? Nashville, TN ?? Double Registration Special: $600 for two bankers (code BOGO50BC; ends 3/28/25) ?? Earn up to 10 CERP, 9.5 CRCM, 3 CAFP credits + 11 CPE credits for CPAs #FraudPrevention #BankSecurity #RiskManagement #communitybanks #SaltmarshBankTalk
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Wanting to break away from the competition? Chris Black (CEO, Thread Bank) & J Scott Gupton (COO, INSBANK) share insights on how their community banks have uncovered new opportunities using Blue Ocean Strategies. Secure your seat and bring a colleague for 50% off with our BOGO deal! Explore the agenda, speakers and more at https://lnkd.in/gUr_WWmh ?? Monday, April 14 & Tuesday, April 15 ?? Nashville, TN ?? Double Registration Special: $600 for two bankers (code BOGO50BC; ends 3/28/25) ?? Earn up to 10 CERP, 9.5 CRCM, 3 CAFP credits + 11 CPE credits for CPAs #BankingInnovation #CommunityBanks #SaltmarshBankTalk
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Read the latest and simplify the complexities of estate planning! Discover how understanding key acronyms and essential terms can empower you to make informed decisions for the future with Saltmarsh Financial Advisors, LLC! #estateplanning #financialliteracy #legacy #wealthmanagement
Estate planning doesn't have to be overwhelming! Understanding common acronyms from charitable trusts to powers of attorney, knowing these terms ensures you make well-informed decisions for your future and your loved ones. Written by Julie Edwards, CPA, and David Uslan CPA. Read more: https://hubs.li/Q03d8_yB0 #EstatePlanning #FinancialWellness #Trusts #CharitableGiving #EstateManagement #attorney #financialplanning
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?? Attention Tennessee Healthcare Providers! The deadline to submit your TennCare Capital Improvement Request is March 31, 2025. Approved requests will take effect during the July 1, 2025 rate period. Want to ensure compliance? ?? Read the full guide here: https://hubs.li/Q03d8_Rg0 #saltmarshfamily #tennessee #healthcare #compliance #TennCare #healthcareproviders
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Don’t get left behind on Nacha rule changes! Join us on Wednesday, March 26, with expert Sallie O'Brien, AAP, APRP to get up to speed on key updates and compliance requirements. Register: https://hubs.li/Q036ZX3W0 #FinalCall #NACHACompliance #BankingUpdates #ACHRules #FinancialInstitutions
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Earlier this month our Financial Institution team took on the Florida Bankers Consumer Compliance Conference! They held insightful discussions on pivotal compliance topics to help bankers navigate today’s evolving regulatory landscape. A big shout out to our Financial Institutions Director, Sarah Oliver, CRCM, for leading the conference and our presenting team - Lorraine Faust, Bonnie Hubmann, Michael Maricelli, CIA, CISA, AAP, Teri Smethurst-Rader, JM, CRCM, Mariana S. & Kristen Stogniew, Esq., CFE. We're proud of you ?? #SaltmarshFamily #Compliance #FBA #banks #ComplianceConference #SaltmarshBankTalk
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Explore the latest insights on the accumulation stage, where your net worth begins to grow, and strong financial habits lay the foundation for long-term success with Saltmarsh Financial Advisors, LLC Director, Michael Hall, CFP?. #financialhabits #foundation #longtermsuccess #financialplanning #networth
Your financial journey has four key phases, and the Accumulation Phase is where it all begins. This is the stage where your net worth starts growing, and your financial habits set the foundation for long-term success. Read more about the Accumulation Phase from Saltmarsh Financial Director, Michael Hall, CFP?: https://hubs.li/Q03cM50R0 #financialplanning #budgeting #longtermsuccess #retirement #networth #riskmanagement
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Saltmarsh has been named one of Accounting Today Regional Leaders again! This recognition highlights our dedication to fostering a thriving culture where our team can grow alongside our clients. We're proud of our #SaltmarshFamily and can't wait to see what our team accomplishes in the future! ????Read more: https://hubs.li/Q03cR5pm0 #regionalleaders #AccountingCareers #AccountingToday #Growth #culture #leadership
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The #SaltmarshFamily is proud to recognize Samantha Guglielmo for her exceptional hard work this tax season! She’s looking forward to some well-deserved relaxation on a girls’ trip to the Conrad Orlando Resort after a job well done! ?? #busyseason #tax #accountinglife #taxseason #publicaccounting #employeespotlight
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