Smith & Raab

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Smith and Raab, CPAs and CPA Financial Planners in Decatur, Georgia, is a local firm with a personalized approach. Throughout the course of our work, with individuals as well as closely held and family-owned businesses, we focus on thoughtful, thorough planning. As tax advisors, we employ a detailed process that identifies options and strategies to reduce taxes for the current year and delivers similar benefits over the long-term. As financial planners, we combine the objectivity and big-picture perspective of CPAs with expertise in financial planning to help our clients take stock of their finances and achieve their personal financial goals. One of the earliest to pursue and earn the designation of Personal Financial Specialist (PFS), Houston is also well-known and respected in his profession for his writings and teachings and as a speaker. Most importantly, he brings his unique depth of expertise to the financial plans he develops for his clients. Nationally, Houston has contributed to the profession's body of knowledge in both financial planning and taxation. Among extensive committee work with the AICPA, he served on the subcommittee which wrote the PFS examination as well as the committee that redrafted the PFP process curriculum and textbooks. From 2003 to 2008, he was on the steering committee for AICPA's conference, "Tax Strategies for the High-Income Individual." He has also taught financial planning courses to CPAs. Among his many speaking engagements, he delivered the keynote address at the AICPA conference, "The CPA and the Older Client." In 2009, Houston was named one of America's "Top 40 Tax Advisors to Know During a Recession" by CPA Magazine. In Georgia, Houston has served five terms as chairman of the PFP Committee Estate and Financial Planning Section of the Georgia Society of CPAs, as well as a director on the Society's Board. He has chaired the Society's 6th, 12th, and 15th annual PFP conferences. And he was honored with the Distinguished Service Award in education in 1997 and Distinguished Committee Chair in 2000 and 2002. He is a charter member of the Atlanta Tax Forum, an active member of the Atlanta and DeKalb Estate Planning Councils, and a past president of the Atlanta Estate Planning Council. Alvan Raab Since 1969, Alvan has been an advisor to closely held businesses and their owners on a broad range of tax and financial matters. His clients know him for his adeptness at sorting through the multiple nuances and changes in the tax laws, and similar thoroughness in investigating options to develop the most appropriate tax-saving and wealth-building strategies. Alvan joined the firm in 1968. He became a partner in 1974 and the firm was recast as Smith and Raab, P.C His expertise in both tax and financial planning, combined with his willingness to serve his profession, have led him to leadership positions in such organizations as the International Association for Financial Planning, the Atlanta Tax Forum, and the PFP Committee of the Georgia Society of CPAs. He has served as president and director of the DeKalb Chapter of the Georgia Society of CPAs and council member of the Georgia Society of CPAs. Ann began her career as a CPA in 1975 with Arthur Andersen and Company, where she conducted client-company audits and consulted with corporations in the area of business management. She has been on the inside of the corporate world, with Fuqua Industries, as well as providing services to companies and individuals as a consultant. She brought her expertise in tax and financial planning to Smith and Raab CPA Financial Planners in 1992. Ann has worked with clients on tax preparation and planning for three decades. Her work in the financial planning discipline dates back to 1987. She works extensively with her Smith and Raab clients on issues such as financial independence and education, estate and retirement planning. She has helped young professionals develop long-term plans to achieve financial independence as

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Fax: (404) 377-5501

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peachtree

Category

Accountants-Certified Public

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Phone: (404) 377-9500

Address: 2302 Parklake Dr NE, Atlanta, GA 30345