JOSEPH A. SMITH, CPA/PFS, J.D., AEP

EXPERIENCE

JAS Financial Services, LLC
This entity was formed in January 2009 to provided Fee Only Financial Planning and Investment Management services.

GreenLight Fee Only Advisors, LLC
From Dec, 2007 through December 2008, Joe was a member of this financial planning firm.  He developed new business, reviewed financial plans and investment allocations prepared by others, developed comprehensive financial plans, investment plans and consulted with clients. 

JAS Financial Services, Inc.
This firm was founded in 1988 as a full service CPA firm in Cincinnati, Ohio.  The firm changed its original name, Joseph A. Smith, CPA & Co., to JA Smith Inc reflecting the importance of additional services (including financial planning) offered.  The name was changed in 2006 after the CPA practice was sold.  Joe stayed with that firm for a year.  The firm emphasized planning.  Joe consulted with individual and business clients.  The business topics ranged through the life cycle from formation through final transition.  Individual topics included: all phases of income tax, estate tax, investments, risks, and retirement and post death.  Personal financial planning included:  goal setting, risk assessment, asset allocation, investments and monitoring.

Experience prior to founding this firm included:
Public Accounting
Local CPA firm
Manager in the Tax Department of Grant Thorton (Alexander Grant)
Senior in the Tax Department of PriceWaterhouseCooper (Price Waterhouse)
Internal Revenue Service (IRS) for 5 years as a field agent

Responsibilities in the above positions in addition to planning and research included:
internal training, client presentations, radio guest, public presentations

Topics included: financial, tax, real estate, insurance and business topics.
Presentations were for professional, technical, industry, educational and general groups.  

 

EDUCATION/PROFESSIONAL DESIGNATIONS

Miami University - 1966 - Bachelor of Science in Business
Cleveland State University - Juris Doctor – 1970
Licensed to Practice Law by Supreme Court of Ohio - 1970
Licensed as a Certified Public Accountant - Ohio - 1972
Licensed as a Certified Public Accountant –Illinois - 2006
Accredited Estate Planner (AEP) - 1994
Personal Financial Specialist – AICPA (American Institute of Certified Public Accountants) - 1966
NAPFA (National Association of Personal Financial Planners)-Registered Financial Advisor – 2008

 

CURRENT PROFESSIONAL AFFILIATIONS

American Institute of CPAs
- Member of Tax and Personal Financial Planning Divisions
Chicago Estate Planning Council
Greater North Shore Estate and Financial Planning Council
Illinois CPA Society
Financial Planning Association (FPA)
Illinois Chapter of FPA
National Association Personal Financial Planners (NAPFA)
National Association of Estate Planners

 

PRIOR PROFESSIONAL AND COMMUNITY ACTIVITIES

American Bar Association – Member of Tax Division
Blue Ash Business and Professional Association-Board
Blue Ash Symphony Orchestra Association- Board Member
Cincinnati Bar Association -Taxation Committee       
Cincinnati CPA’s -Taxation Committee
Cincinnati Estate Planning Council
Columbus Bar Association -Taxation Committee
Columbus CPA’s -Taxation Committee 
Columbus Estate Planning Council
Columbus Toastmasters
Community of Yorkshire-president
LINC (Licensed Independent Network of CPA Financial Planners
Ohio Bar Association- Taxation Committee
Ohio CPA’s -Taxation Committee, including term as Chairperson
Sycamore School Foundation -Board Member
The CPA Network-Term as Chairperson of Tax Counsel
Temple Sholom (Cincinnati) - Treasurer- Board Member-
Executive Committee