4 min read
Records Retention: What to Keep, What to Toss and Why It Matters
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
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
May 7, 2026
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
5 min read
May 6, 2026
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor Council of America's...