6 min read
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical to understand...
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
Mar 19, 2026
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical to understand...
7 min read
Mar 17, 2026
The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing retirement or already in...