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....
Drew is a Supervisor at SSB and a member of the SSB tax team. He has experience providing accounting, tax compliance research and planning services to individuals and businesses in a variety of industries.
Drew is a member of the Ohio Society of Certified Public Accountants and Beta Gamma Sigma. He serves on the Board of Directors, as well as the Finance and Investment Committee, of the Community Foundation of the Mahoning Valley. He is a graduate of Youngstown State University and received his Master of Taxation from the University of Akron.
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...