6 min read
Leaving Your Job? How to Handle Company Stock in Your 401(k)
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...
Donna is SSB’s Technology Team Director. She ensures the security of the firm and clients’ information through safe technology practices. She researches and secures cutting edge technology products that enable the firm to operate efficiently and progressively and stays current with technology issues unique to the accounting profession. Donna manages, trains and assists team members with the use of technology through all aspects of the firm operations.
6 min read
Apr 23, 2026
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...
6 min read
Apr 22, 2026
As soon as a business has more than one owner, entity structure becomes more than a tax decision.
It becomes a...