14 min read
Strategies for Saving: Year-End Tax Planning for Individuals
Year end is here, but there's still time for individual taxpayers to make moves to lower their 2025 tax bills. The One...
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.
14 min read
Dec 17, 2025
Year end is here, but there's still time for individual taxpayers to make moves to lower their 2025 tax bills. The One...
4 min read
Dec 15, 2025
Under current law, the deduction for business interest expense is generally limited to 30% of adjusted taxable income...