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...
Zac is a Supervisor and a member of the SSB tax team. He provides tax, tax research and other compliance services, with experience serving a variety of industries, including construction, brewery and rental real estate.
Zac is a member of the Ohio Society of Certified Public Accountants and Beta Gamma Sigma. He is a graduate of Youngstown State University and received his Master of Science in Accounting from the University of Illinois Urbana-Champaign.
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...