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....
Theresa is the People and Culture Coordinator at SSB, where she plays a key role in cultivating employee engagement. She manages the firm's social media presence to showcase the culture and team at SSB. Additionally, Theresa supports team recruitment and training, organizes events, contributes to the fun committee and assists with personnel and technology resources.
Theresa is a graduate of Youngstown State University.
6 min read
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
Apr 23, 2026
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your...