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Tim joined Smith & Howard in 1991 and is a partner in our tax department. He also serves as Managing Director of Smith & Howard Wealth Management. Tim specializes in providing estate and personal financial planning services, including overall strategies related to the exercise and disposition of employee stock options. He also provides comprehensive tax services to businesses and high net-worth individuals, including corporate and pass-through entity income tax planning and individual income tax planning. He is responsible for the tax compliance services of the Firm. 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 AICPA, where he is a 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, the Financial Planning Association and the Atlanta Networking Alliance. 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. | 