8 min read
Why You May Want to Rethink Your Deduction Strategy in 2025
As we approach the end of 2025, it's time to evaluate your year-end tax planning strategies. One important decision is...
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Sam is a Principal at SSB. He provides tax compliance, planning and research services for both business and individual clients. His concentration is in the manufacturing, real estate and farming industries. Sam is a Certified Financial Planner (CFP) and heads up our SSB Managed Wealth division assisting clients with their financial and retirement planning.
Sam is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Mahoning-Shenango Valley Estate Planning Council. He serves as Treasurer for the Community Foundation of the Mahoning Valley, as a Board Member of The Piggyback Foundation of Youngstown and as a member of the Finance Committee for St. Teresa of Calcutta in Warren. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.
8 min read
Sep 4, 2025
As we approach the end of 2025, it's time to evaluate your year-end tax planning strategies. One important decision is...
4 min read
Sep 3, 2025
Many owners of pass-through businesses and self-employed individuals have taken advantage of the Section 199A qualified...