Biography of Joseph Smith

“My years of experience have taught me that many issues are not recognized at the time people initially seek my assistance.  These “real” issues are often more important to resolve than those my clients originally recognized.

My analysis and processes are intended to identify these issues and the unintended consequences from their prior actions.”

~ Joe Smith

EXPERIENCE

JAS Financial Services, LLC
This entity was formed in January 2009 to provided Fee-Only Financial Planning and Investment Management services. We specialize in collaborating, educating and advising our clients on how to best achieve their financial goals.

Green Light Fee Only Advisors, LLC
December 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, Inc.
This firm was founded in 1988 as a full service CPA firm in Cincinnati, Ohio.  JAS, Inc. changed from 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 again in 2006 when the CPA practice was sold.  Joe Smith agreed to stay with the successor firm for a year to assist in the continuity of services to his clients.  JAS, Inc. 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. Significant services and planning was provided to trusts and estates.

Joseph Smith‘s experience prior to founding this firm included:
Public Accounting
Local CPA firm
Manager in the Tax Department of Grant Thornton (Alexander Grant)
Senior in the Tax Department of Price Waterhouse Cooper (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 appearances and public presentations.

Presentation topics included: financial, income tax, gift tax, estate tax, trust tax, real estate, insurance, medical practice management and general 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