About Us

We Give You a Major Competitive Advantage

 

Let’s face it. You didn’t reach your level of expertise by being stupid. You got here by working hard and excelling in your field. If you’re reading this, you are what we like to call a Wealth Creator. You are someone who knows what it takes to make huge amounts of money.

 

That’s where we come in.

 

We specialize in working with Wealth Creators to turn them into Wealth Preservers. We provide a service unlike anything else out there that offers enormous tax savings, asset protection, wealth preservation, and legacy planning. 

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“We are buyers, resellers, and rebundlers of your assets for mutual profit & protection”

Meet the Team

James W. Smyth
MBA/JD Notre Dame Law and Business Schools, 1979

James W. Smyth Esq.

MBA/JD, University of Notre Dame

APJ Picture,IMG_0097

Arthur P. Jensen

CPA

Jim’s Experience

Executive Director

 The Family Trust Institute
– Present (3 years) www.FamilyTrust.com

Attorney at Law

Has advised many very high net worth business owners and individuals from all industries and worked closely with a nationwide list of legal and financial experts on tax minimization strategies.
Indiana Estate Attorney Jim Smyth
– Present (21 years) www.IndianaEstate.com
Crotty & Smyth 1998-2003, 2006-2010
(13 years, 1 month)

Honors and Memberships:

Active or Former Member in: January 1998 — Present (18 years)

Family Firm Institute, Attorneys for Family Held Enterprises, Fortress Partnership Planning Advisors, Renaissance Planning, Legacy Boston, Heritage Institute, Purposeful Planning Institute, Sunbridge Institute, National Charitable Advisors, Minessence Institute, Wealth Counsel Attorney Group, National Network of Estate Planning Attorneys, and other groups. 

Active or Former Advisor on: January 1998 — Present (18 years)

Boards of the Duke Catholic Center, Johns Hopkins Hospital Neurosurgery Center, Diocese of Lafayette-in-Indiana Planned Giving.

Art’s Experience

CPA

  • Since the Mid-1970s, has been associated with the following firms or predecessor firms:
  • KPMG, Touche Ross, Deloitte Touche, Baltimore Orioles, Rouse Companies,
  • Special Liaison as tax counsel working with the National IRS office
  • Has advised many very high net worth business owners and individuals from all industries and worked closely with a nationwide list of legal and financial experts on tax minimization strategies.

Honors and Memberships:

  • 2004 Baltimore Smart CEO Magazine named as a Top Maryland CPA
  • 2006 National Publication CPA Magazine named Top 100 CPA Tax Advisor
  • 2009 National Publication CPA Magazine named Top 40 CPA Tax Advisor
  • Past president of the Baltimore Association of Tax Counsel,
  • Past Chairman of the Chesapeake Tax Conference,
  • Past Co-Chairman of the Advanced Tax Institute and
  • Former Treasurer of the Baltimore City Rotary Club
  • National Speaker on tax and financial topics.
  • National Publisher of over 20 tax planning articles nationally over the years.
  • Worked directly with Donald Alexander, former Commissioner of Internal Revenue Service to successfully secure a significant tax refund from the United States Treasury Department.