Resources - SSB Certified Public Accountants

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SSB

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CLIENT ACCOUNTING AND ADVISORY SERVICES

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WEALTH MANAGEMENT SERVICES

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Recruiting

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Retention Schedule

6 min read

Estate Tax Return Filings Are Essential to Preserving Portability

Jun 22, 2026

For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...

7 min read

Don’t Say “I Do” Without Reviewing These Tax and Financial Issues

Jun 18, 2026

When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...