4 min read
How Are Income Distributions from Trusts and Estates Taxed?
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns, just like individual...
Tom is a Senior Advisor at SSB. His expertise is consulting with closely held businesses with an emphasis on contractors, automotive, manufacturers, retail and the food industry. He was the founder and managing partner of Stabi, Burnett & Company, which was acquired by SSB in 2019.
Tom is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. During his career, he has served on various nonprofit boards, including the Boy Scouts of America, Catholic Service League, Ursuline High School and various civic organizations. Tom currently serves on the Board of Valley Economic Development Partners. He is a graduate of Youngstown State University.
4 min read
Jun 4, 2025
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns, just like individual...
6 min read
May 28, 2025
With property values soaring in many beach, mountain and other destinations, some vacation home owners are...