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...
Michelle is a Senior Team Accountant at SSB. She is a member of our CAAS (client accounting and advisory services) department providing those services to our small business clients. Michelle is a QuickBooks Online ProAdvisor, a Karbon Expert and Bill Partner Certified.
Michelle is a graduate of Clarion University.
6 min read
Jun 22, 2026
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
7 min read
Jun 18, 2026
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...