Brown Smith Wallace Tax Services Partner Qualified to Provide the Highest Level of Expert Financial Planning Services
ST. LOUIS (March 28, 2014) Roy Kramer, a tax partner with Brown Smith Wallace, has earned the Personal Financial Specialist (PFS) credential awarded by the American Institute of Certified Public Accountants.
Kramer, who holds CPA, CDFA, CDS and NSSA certifications, has extensive experience in advising individuals and corporations on tax-related issues. The PFS credential is awarded only to qualified CPAs that have extensive personal financial planning education and experience who pass a comprehensive exam.
“We are committed to always providing the highest level of expert financial planning services for our clients,” says Harvey Wallace, managing partner at Brown Smith Wallace. “Roy’s combination of extensive tax expertise and comprehensive knowledge of financial planning translates to financial strategies that put our clients’ needs and interests first.”
Kramer is the only Missouri CPA to hold both PFS and NSSA certifications, giving him a unique skill set in retirement and financial planning.
“Many of our clients have questions on more than just accounting and taxes,” says Kramer. “All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications.”
For more information about the PFS credential program, visit aicpa.org/pfs.
About Brown Smith Wallace
Brown Smith Wallace is the second-largest locally owned full-service CPA and business advisory firm in Missouri with more than 200 employees. The firm was nationally recognized as a “Best of the Best Firm” in 2013, the only accounting firm in St. Louis to receive this designation from INSIDE Public Accounting, and an Accounting Today “Best Accounting Firm to Work For.” For more information, visit www.bswllc.com or call 314-983-1200.
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