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...
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.
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...