Thank You - SSB Certified Public Accountants

6 min read

The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning

Apr 28, 2026

Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus in estate planning....

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...