Jim Smyth’s Experience

2013 – Present (6 years) familytrustinstitute.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

1995 – Present (21 years) www.IndianaEstate.com

Crotty & Smyth 1998-2003, 2006-2010

January 1998 – January 2011 (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.

Arthur P. Jensen’s Experience

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.