02/21/2020 - By Nancy Patton
Are you a sophomore or junior with a declared accounting major? Are you involved in the classroom, on campus, and in the community? If you answered yes, apply to be part of our Beacon 2020 Summer Leadership Program!
02/13/2020 - By Nancy Patton
We started the year off on the road with a series of tax and investment-focused educational events across the state of Florida. The events featured an impressive panel of financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors, Saltmarsh, Cleaveland & Gund, and Dimensional Fund Advisors to shed light on how a ‘one team’ approach to planning for the future provides peace of mind and benefits your bottom line.
01/30/2020 - By Jim Hallberg, J.D., ERPA, QPA, QKA
The Department of Labor issued a final rule on association retirement plans and a proposed rule to establish an additional safe harbor for electronic delivery of notices and disclosures. The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE, was added as Division O to the Further Consolidated Appropriations Act, 2020 (FCAA) and here is everything you need to know.
12/18/2019 - By Alex Clarke
We got in the spirit of giving back by kicking-off the holiday season with our "Demolishing Hunger" supply drive!
12/05/2019 - By Nancy Patton
We are proud to announce that Mariana Sawh has officially been designated a Certified AML and Fraud Professional (CAFP) through the American Bankers Association.
10/29/2019 - By Nancy Patton
Every fall United Way of West Florida hosts its community-wide Day of Caring, and for over 20 years our staff has joined the initiative to assist local organizations, non-profits, and schools.