6 min read
Estate Tax Return Filings Are Essential to Preserving Portability
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
Drew is a Supervisor at SSB and a member of the SSB tax team. He has experience providing accounting, tax compliance research and planning services to individuals and businesses in a variety of industries.
Drew is a member of the Ohio Society of Certified Public Accountants and Beta Gamma Sigma. He serves on the Board of Directors, as well as the Finance and Investment Committee, of the Community Foundation of the Mahoning Valley. He is a graduate of Youngstown State University and received his Master of Taxation from the University of Akron.
6 min read
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
Jun 18, 2026
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...