6 min read
Two Important Breaks for Mature Taxpayers to Consider
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax breaks that younger...
Judy is a Principal at SSB. She has extensive experience with tax issues, estate and succession planning, trusts and multistate taxation. She has developed specialized knowledge in these areas from consulting with SSB clients, as well as her experience with two of the international firms along with the federal government. Judy uses her expertise to recognize tax opportunities and implications for privately held businesses, is passionate in assisting clients with tax planning and tax saving strategies, and she also specializes in IRS examination representation. Judy consults with clients in a variety of industries; however, she has developed advanced knowledge in the brewery industry—SSB is an Allied Member of the Ohio Craft Brewers Association. Judy shares her knowledge through speaking engagements and presentations.
Judy is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is a graduate of Youngstown State University.
6 min read
Apr 25, 2024
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax breaks that younger...
5 min read
Apr 24, 2024
Does your company give employees the option of contributing to a designated Roth account (DRA)? Roth retirement plan...