4 min read
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
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Adam is a Principal at SSB and oversees our CAAS (client advisory and accounting services) department. He provides assurance and advisory services to our clients and plays a key role in the services we offer to small businesses.
Adam is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. Adam serves as a board member for the Better Business Bureau of Mahoning Valley. He is a graduate of Youngstown State University.
4 min read
Jun 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
5 min read
Jun 6, 2026
When approaching a major junction in a company's life cycle—such as implementing a succession plan or selling the...