Affliliations/Associations

Joe Smith and JAS Financial Services LLC are proud members and affiliates of the following associations:

American Institute of CPAs (www.aicpa.org)
- Member of Tax and Personal Financial Planning Divisions

The American Institute of Certified Public Accountants (AICPA) is the national, professional association of Certified Public Accountants (CPAs) in the United States.

Chicago Estate Planning Council (www.cepcweb.org)

The Chicago Estate Planning Council is a local organization in Chicago, IL of professional estate planners focused on furthering the education of our members and the public in estate planning.

Greater North Shore Estate and Financial Planning Council (www.gnsefpc.org)

The GNSE&FPC is a not-for-profit organization comprised of attorneys, certified public accountants, trust officers, financial planners, insurance agents, investment advisors and charitable giving professionals that focus the majority of their practice on estate and financial planning.

Illinois CPA Society (www.icpas.org)

Professional association representing more than 24,000 certified public accountants (CPA).

Financial Planning Association (FPA) (www.fpanet.org)

The Financial Planning Association (FPA) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models.

Illinois Chapter of FPA (www.fpaillinois.org)

The FPA  of Illinois is the largest of nearly 100 national chapters of the Financial Planning Association.FPA Illinois has more than 1300 financial professional members representing a broad spectrum of specialties including Financial Planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting

National Association Personal Financial Planners (NAPFA) (www.napfa.org)

The National Association of Personal Financial Advisors is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

National Association of Estate Planners (www.naepc.org)

The NAEPC is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.

In the past Joe Smith has been an active participant in the following professional and community associations:

JOSEPH A. SMITH’S PREVIOUS PROFESSIONAL AND COMMUNITY ACTIVITIES

American Bar Association – Member of Tax Division
Blue Ash Business and Professional Association-Board Member
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 of the Taxation Committee
Sycamore School Foundation -Board Member
The CPA Network-Term as Chairperson of Tax Counsel
Temple Sholom (Cincinnati) – Treasurer- Board Member and executive committee member