Smith & Howard Announces Tax and Assurance Promotions
Feb 04,2020
Smith & Howard is proud to announce the following promotions, effective January 1, 2020. Andrew Choe and Melissa Turvy are now Assurance Seniors, while Kaitlin Becker has been promoted to Assurance Supervisor. Thomas Allison, Kelly Rocker and Angie Schultz have been promoted to Tax Seniors, while Lexie Lerner is now a Tax Admin Supervisor.
Smith & Howard Announces the 2019 John W. Lucht Innovation Award Recipient
Jan 06,2020
John W. Lucht, Smith & Howard’s Managing Partner from 2010 to 2018, left a lasting impact on the firm prior to his retirement. During his tenure, Lucht fostered an environment of innovation. In recognition of Lucht’s innovative spirit, Smith & Howard created the John W. Lucht Innovation Award. In December 2019, the inaugural award was presented. The recipient was Brad Swinsburg, Chief Investment Officer at Smith & Howard Wealth Management. “Brad built out extensive valuation models that are automated, efficient and creative. This investment framework allows us to make portfolio decisions in a more efficient manner and takes the emotion out of decision making,” explained Tim Agnew, Managing Director, Smith & Howard Wealth Management. Two other individuals and their innovations were also recognized in 2019. “We were so impressed by the number and creativity of innovations taking place across the firm that we could not stop at just one,” said...
Cas L. Pittman Joins Smith & Howard’s Partner Group
Dec 27,2019
Smith & Howard is pleased to announce that Casimira “Cas” Pittman has been named a Partner in the firm, effective January 1, 2020. “Cas is an outstanding asset to the firm. Her experience with complex tax issues for businesses, high net worth individuals and trusts has made her invaluable to our clients. As important, the level of care and personal attention she provides her clients leads them to trust and rely on her for advice and expertise,” said Marc Azar, Partner and Tax Services Leader. Cas, who joined Smith & Howard in 2008, works with clients in several industries but has developed a well-regarded expertise within the manufacturing and distribution industry.  She focuses on ensuring clients take advantage of key planning opportunities to minimize their tax burden while achieving both their business and individual goals, including helping them with tax compliance, estate and trust planning, business credits, exit strategies, captives and ownership changes. “Cas...
Holiday Security Reminder
Dec 15,2019
This holiday security alert was provided to Smith & Howard employees by our Technology Director, Joshua Kirk. We thought it worth sharing. While many are working on tying up loose ends at work before they head off for the holidays and time with friends and family, there are unfortunately others that see this season as an opportunity for crime. While we should always be vigilant regarding security, this time of year brings its usual uptick in phishing, scams and physical theft. Some things to keep in mind: Keep your valuables, laptops and mobile phones locked up and out of sight. This time of year, the number of car break-ins increases, so securing items in a bag in your passenger compartment or within view is not a good idea. Besides the hassle of replacing your valuables and dealing with a damaged car, you risk someone gaining access to personal or company...
Smith & Howard’s Vision 2019 Draws Over 250 Leaders to Cobb Energy Centre
Nov 26,2019
Atlanta (Nov. 7, 2019) — With an eye toward 2020, nationally-recognized Atlanta accounting and advisory firm Smith & Howard welcomed more than 250 business owners, CEOs, CFOs, finance professionals and human resource professionals to Vision 2019, its fifth annual invitation-only event. The November 7 event at the Cobb Energy Centre featured Michael Coles, the founder of The Great American Cookie Company and former CEO of Caribou Coffee; Becky Blalock, the Managing Partner of Advisory Capital; Dr. Eloisa Klementich, President and CEO of Invest Atlanta; Virginia Hepner, Corporate Director with Cadence Bank and former CEO of Woodruff Arts Center; Julie Barnes, Director of Marketing for Smith & Howard; Glen Jackson, Co-Founder of Jackson-Spalding; and Dr. Roger Tutterow, Professor of Economics and Director of the Econometric Center at Kennesaw State University. Tutterow opened the event by focusing on the economy, touching on the expansion, tariffs, the labor market and more. Jackson spoke...
Smith & Howard Named Among 2019 “Best Firms For Women” by Accounting Today
Oct 15,2019
Top Atlanta CPA firm Smith & Howard has been recognized as one of the best firms for women by Accounting Today as part of the magazine’s annual Best Firms to Work For national survey. “We are thrilled to be recognized as a top firm for women by Accounting Today,” said Smith & Howard Managing Partner Sean Taylor. “It’s something that occurred organically, as a result of our culture and by identifying and hiring the best people." By analyzing the submissions for the annual national listing, the magazine began identifying a specific subset a few years ago: firms that offer the best workplaces for women in the profession. To be named a Best Firm for Women, the firm must have either a minimum of 15 female employees, or women must represent 25% of staff, and the female response rate to the Best Firms to Work For anonymous employee survey must be...
2019 Accounting Today’s Best Accounting Firms to Work For
Jul 29,2019
Smith & Howard has been named as one of the 2019 Accounting Today’s Best Accounting Firms to Work For. Accounting Today partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. This survey is completed by employees of each firm and the results identify, recognize and honor the best employers in the accounting profession. The list is made up of 100 firms. Sean Taylor, Managing Partner of Smith & Howard, said, “We are very happy to have been named one of the Best Accounting Firms to Work For by Accounting Today. Even more, we are grateful to our employees for their energy, enthusiasm and embrace of our culture. We continue to work hard to bring refreSHing ideas and growth to our firm and our people.” Firms from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms...
Vision 2019
Jul 23,2019
Vision 2019 was Smith & Howard’s largest largest event of the year! Vision is an annual event that is open to business owners, CEOs, CFOs, other financial professionals and human resource professionals within the company. The 2019 event included one of our strongest speaker lineups in. All speakers offered insights to help you and your team understand what it takes to be strong leaders who develop other leaders and how to leverage skilled leadership into building a great organization. Building a Preeminent Organization. When other organizations aspire to achieve what you have sustained, you and your leadership team have built a preeminent organization. Where is your business on the path to preeminence? Glen Jackson discussed the seven pillars that are the foundation of creating, maintaining and sustaining preeminence. Leading with Power and Influence. Leaders take risks, ask for more and own their future. In turn they build great teams, profitable...
Debbie McGlaun Featured in Current Accounts
Mar 20,2019
Smith & Howard Advisory Senior Manager, Debbie McGlaun was featured in the April / May 2019 edition of The Georgia Society of CPA’s bi-monthly newsletter, Current Accounts. McGlaun writes on how System and Organization Control (SOC) reports provide a way for service organizations to build trust and confidence with the companies who outsource processes to the service organization. “A user entity is placing itself in a position of undue risk if it is not proactively monitoring its vendors and requesting a SOC report from its service providers,” said McGlaun. To read Debbie’s full article, click here. About Debbie McGlaun Debbie L. McGlaun, CPA, CFE leads Smith & Howard’s Advisory Services group, specializing in SOC engagements, internal control assessments, and litigation support. Her experience also includes the development of internal control policies and procedures to help companies manage strategic, operational, cybersecurity and regulatory compliance risks. Debbie is a member of the...
Smith & Howard: An Accounting Today Regional Leader in the Southeast
Mar 18,2019
Smith & Howard has been recognized by Accounting Today among the Top 2019 Regional Leaders - The Southeast, for the fourth consecutive year. The 2019 Southeast Regional list is comprised of 22 CPA firms with an average firm growth of 12.5%. “We are thrilled to be included among this group of elite firms,” said Sean Taylor, Managing Partner of Smith & Howard. “Our growth and success stems from the focus on excellent client service by every person at Smith & Howard and from living our values: we truly do grow stronger together.” According to Accounting Today, “The Southeast rebounded strongly from a slow 2017, with average firm growth up 8 percentage points.” Even more, the Southeast ranked as the strongest region in the 2019 Regional Leaders / Top 100 Firms Survey list.

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