4 min read
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
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 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
5 min read
Jun 6, 2026
When approaching a major junction in a company's life cycle—such as implementing a succession plan or selling the...