Resources - SSB Certified Public Accountants

SSB-brochure_Page_1

SSB

SSB-brochure_main

CLIENT ACCOUNTING AND ADVISORY SERVICES

SSB-Managed-Wealth-brochure_Page_1

WEALTH MANAGEMENT SERVICES

SSB-Recruiting-Brochure_Page_1

Recruiting

Records-Retention-Schedule

Retention Schedule

6 min read

Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums

Mar 19, 2026

If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical to understand...

7 min read

7 Tax Breaks for Older Taxpayers

Mar 17, 2026

The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing retirement or already in...