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....
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.
4 min read
Jun 26, 2026
The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact....
5 min read
Jun 24, 2026
Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...