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Introducing Miles Beckham Smith!

We are happy to announce the birth of Miles Beckham Smith to Jessica and Craig Smith. Miles was born on Sunday, October 2nd at 3:32 pm, weighing 7 pounds 4 ounces and measuring 19 inches long. Mom, Dad, and Miles’ brothers, Landon, could not be more proud. Congratulations, Jessica, Craig, and Landon!

Posted on October 11, 2016 0
Firm News, News

Jeff Jones Receives IRS Enrolled Agent (EA) Designation

Congratulation to Longview’s own Jeff Jones for earning the IRS Enrolled Agent (EA) designation. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

The Enrolled Agent designation is earned by passing a three-part comprehensive examination, which covers all aspects of the tax code, and completing the IRS’ application process including a rigorous background check conducted by the IRS. In addition to the stringent testing and application process, the

Posted on August 30, 2016 0
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Congratulations to Jeff Jones

Jeff was recently selected to serve on NAPFA’s South Region Board. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee- Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve- which provides support and education for over 2400 members all over the country. He is also a member of the Philanthropic Advisors Network at the Community Foundation of Huntsville/Madison County and volunteers in

Posted on May 10, 2016 0
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News

Congratulations to Andrew Gipner

Andrew was recently selected to serve on the Huntsville Hospital Development Council. In addition to this appointment, Andrew currently serves as the national chair of NAPFA Genesis, the community of next generation advisors that exists to facilitate professional growth, engage future leaders, and ultimately impact the financial planning profession. He is also an executive board member of the Southeastern Rett Syndrome Alliance (SRSA) and continues his involvement in Leadership Huntsville/Madison County’s Connect program.

Posted on May 10, 2016 0