Judy is now working a reduced schedule as she transitions to retirement. With extensive experience in tax issues, estate and succession planning, trusts and multistate taxation, she continues to provide invaluable insights and guidance to clients and colleagues alike.

Judy’s expertise has been shaped by years of consulting with SSB clients, as well as her background with two international firms and the federal government. She is known for recognizing tax opportunities and implications for privately held businesses, advising on strategic tax planning and savings strategies, and specializing in IRS examination representation.

While transitioning, Judy remains a key resource at SSB, mentoring the next generation of professionals and ensuring continuity in the high level of service her clients expect. She continues to consult on complex tax matters and provides industry-specific expertise, particularly in the brewery industry—SSB is an Allied Member of the Ohio Craft Brewers Association.

Judy’s legacy extends beyond her client work; she has long been a trusted advisor and sought-after speaker, sharing her knowledge through presentations and engagements. Her continued involvement at SSB ensures that both clients and colleagues benefit from her deep experience and strategic insight.