6 min read
Estate Tax Return Filings Are Essential to Preserving Portability
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
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
Jun 22, 2026
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
7 min read
Jun 18, 2026
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...