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...
Chris is a Manager at SSB and a member of our CAAS (client accounting and advisory services) team. He has experience serving a variety of industries, including automotive, manufacturing and banking. Chris is an Enrolled Agent, a member of the National Association of Enrolled Agents and serves as Treasurer of Leetonia Sportsmens Charities.
Chris is a graduate of Youngstown State University and received his MBA from the University of Findlay.
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...