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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).

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 other professional and community associations:

OTHER 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
  • Financial Planning Association (FPA)
  • 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
  • Physician’s Viewpoint Network (PVN)
  • Sycamore School Foundation -Board Member
  • The CPA Network-Term as Chairperson of Tax Counsel
  • Temple Sholom (Cincinnati) – Treasurer- Board Member and executive committee member