Adam R. Timblin, CPA

Principal

Direct dial: 216-820-4271

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.

6 min read

The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning

Apr 28, 2026

Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....

6 min read

Leaving Your Job? How to Handle Company Stock in Your 401(k)

Apr 23, 2026

Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...