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....
Nico is a Supervisor with experience providing accounting, auditing and tax compliance services to SSB clients, with a concentration in the construction and manufacturing industries. He is a member of our CAAS (client accounting and advisory services) department.
Nico serves as treasurer on the Board of MyPath Mahoning Valley, and he 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...