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...
Theresa is the People and Culture Coordinator at SSB, where she plays a key role in cultivating employee engagement. She manages the firm's social media presence to showcase the culture and team at SSB. Additionally, Theresa supports team recruitment and training, organizes events, contributes to the fun committee and assists with personnel and technology resources.
Theresa is a graduate of Youngstown State 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...