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...
Jeff is a Senior Tax Accountant and a member of the SSB tax team. He has experience providing complex tax preparation, tax compliance, planning and projection services for businesses, nonprofit organizations and individual clients, including entities that are consolidated and multitiered with multistate operations. He also has experience preparing complex estate, trust and gift tax returns. Jeff assists SSB clients in resolving notices from tax agencies. His concentration is in the service industry.
Jeff is a member of the Ohio Society of Certified Public Accountants. He is a graduate of the University of Cincinnati.
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...