4 min read
Records Retention: What to Keep, What to Toss and Why It Matters
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
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
May 7, 2026
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
5 min read
May 6, 2026
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor Council of America's...