Adam R. Timblin, CPA joins our team as a Senior Manager. He will provide assurance and advisory services to our clients and play a key role in expanding the service we offer to small businesses. He comes to SSB with 12 years of experience in public accounting and 2 years’ experience serving as the CFO for… Continue reading

‘Tis almost the season for charitable giving. Besides helping a worthy cause, your donations may qualify for a festive write-off on your 2020 tax return if you qualify. Here are five ways to boost your deduction for charitable contributions if you itemize. Bunch Contributions Under the Tax Cuts and Jobs Act (TCJA), for 2018 through 2025,… Continue reading

For years, businesses and individuals have had to worry about so-called “phishing” scams sent via email or text. These cyberattacks are designed to hook unsuspecting victims into revealing sensitive information. Now there’s a new twist aimed largely at small businesses: Voice phishing scams (also known as “vishing” using social engineering). A recent alert from the Cybersecurity… Continue reading

Samuel D. Fries, CPA, CFP has been promoted to the position of Senior Manager. Sam is a member of SSB’s tax team and, as a Certified Financial Planner (CFP), he heads up our investment advisory service, SSB Managed Wealth, LLC. In addition to assisting SSB clients with their financial planning, Sam’s concentration is in the… Continue reading