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 Planning After the Loss of a Spouse

The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact....

5 min read

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...

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