6 min read
Two Important Breaks for Mature Taxpayers to Consider
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax breaks that younger...
Tom is a Principal at SSB. He is a Certified Valuation Analyst (CVA) with experience providing business valuations, which are used in merger and acquisitions, divorces and for gift and estate tax purposes, for a variety of industries. He focuses on helping clients achieve their financial and business goals through assurance and business advisory services. He offers expertise in consulting, bank financing, growing businesses and exit planning for privately held companies. Tom specializes in the construction and manufacturing industries.
Tom is a member of the National Association of Certified Valuators and Analysts, the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also a member of the Youngstown/Warren Regional Chamber and the Mahoning-Shenango Valley Estate Planning Council. He serves on the Board of Directors of the Better Business Bureau, as well as the Community Board of Directors for Huntington National Bank. Tom is a graduate of Clarion University of Pennsylvania.
6 min read
Apr 25, 2024
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax breaks that younger...
5 min read
Apr 24, 2024
Does your company give employees the option of contributing to a designated Roth account (DRA)? Roth retirement plan...