JANET L. SMITH

SENIOR ADMINISTRATIVE SPECIALIST

Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents. 

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4 min read

Tax and Financial Pointers When Retirement Is on the Horizon

Retiring soon is an exciting milestone and a time filled with important financial decisions. Whether you're winding...

7 min read

Entity Structure Planning: What It Really Means to Operate as a Single-Member LLC

For many business owners, the single-member LLC is the first step toward formalizing a business.

It’s simple to set...

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