Tim joined Smith & Howard in 1991. He is a partner in our Tax Services Group and serves as Managing Director of Smith & Howard Wealth Management. Tim specializes in providing investment management, estate planning, personal financial planning and comprehensive tax services to businesses and affluent individuals, including corporate and pass-through entity income tax planning and individual income tax planning. Tim spends a significant amount of his time in the private equity and real estate arenas.
Tim earned a BBA in Accounting and a Master of Taxation degree from Georgia State University. He is a member of the inaugural Philanthropic Advisor Leadership Institute class, a member of the American Institute of Certified Public Accountants, where he participates in the Tax and Personal Financial Planning Division, and the Georgia Society of Certified Public Accountants, where he is a member of the Estate Tax Committee. He also is a member of the Atlanta Tax Forum, the Atlanta Estate Planning Council and the Financial Planning Association. Tim is currently serving as President of the Georgia Federal Conference, where is has been a board member for several years.
Tim, his wife and sons live in Alpharetta. He enjoys backpacking and camping with his family, and also has trained for and competed in adventure racing.
® Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.