6 min read
The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....
Jessie is a Senior Advisor (Part-time) at SSB. She is a Certified Valuation Analyst (CVA) and a member of the SSB business valuation team on a part-time basis. Jessie is also a Certified Global Management Accountant (CGMA) and previously had a concentration in the manufacturing and service industries. In addition, Jessie is also a full-time Assistant Professor in the Lariccia School of Accounting and Finance at Youngstown State University.
Jessie is a member of the American Institute of Certified Public Accountants (AICPA), where she serves on the governing council. She is a member of the AICPA Employee Benefit Plan Audit Quality Center, and she is an AICPA Leadership Academy Alumni. Jessie is also a member of the National Association of Certified Valuators and Analysts (NACVA) and was named a 40 Under 40 Honoree by NACVA in 2021. She is an active member of the Ohio Society of Certified Public Accountants and sits on the Accountancy Board of Ohio. Jessie was named a 2019 40 Under 40 Honoree by CPA Practice Advisor.
6 min read
Apr 28, 2026
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....
6 min read
Apr 23, 2026
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...