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

Leaving Your Job? How to Handle Company Stock in Your 401(k)

Apr 23, 2026

Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...

6 min read

Entity Structure Planning: How a Multi-Member LLC Balances Flexibility and Structure

Apr 22, 2026

As soon as a business has more than one owner, entity structure becomes more than a tax decision.

It becomes a...