6 min read
The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....
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.
6 min read
Apr 28, 2026
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....
6 min read
Apr 23, 2026
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...