JANET L. SMITH

SENIOR ADMINISTRATIVE SPECIALIST

Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents. 

News & Updates


6 min read

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

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)

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

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