4 min read
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
Julie is a Supervisor with advanced experience in payroll taxes, tax preparation and assurance services. She has specialized knowledge in the contracting, health care and manufacturing industries. Julie provides clients with consulting and training in QuickBooks, Sage 50 (formerly Peachtree) and payroll administration.
Julie previously served on the Board of Directors of the Zion Christian Early Learning Center. She is a graduate of Youngstown State University.
4 min read
Jun 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
5 min read
Jun 6, 2026
When approaching a major junction in a company's life cycle—such as implementing a succession plan or selling the...