6 min read
The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....
Lish is an Administrative Supervisor with SSB. She provides administrative support and performs administrative tasks for all team members of the firm. She proofreads client financial statements, business valuations and other client documents for final presentation. Lish collates client tax returns and monitors the e-filing processes to ensure timely filing of all tax returns.
6 min read
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
Apr 23, 2026
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...