JULIE A. MILLER

FIRM ADMINISTRATOR

Julie is the Firm Administrator with SSB. She assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures. Julie coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork. 

 

News & Updates


5 min read

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...

6 min read

Estate Tax Return Filings Are Essential to Preserving Portability

For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...

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