3 min read
Estate Planning: Review Your Beneficiary Designations Regularly
You may think of a will or living trust as the primary place to dictate who'll receive your assets after your death....
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.
3 min read
Aug 3, 2026
You may think of a will or living trust as the primary place to dictate who'll receive your assets after your death....
5 min read
Jul 26, 2026
For many people, taxes don't become top of mind until the calendar flips.W-2s begin arriving and investment statements...