Jerry Smith, CPA
Member/Partner
Office:  Paris, TN

Experience
In addition to helping people and businesses with tax issues, Jerry's primary focus is on employee benefit plans. His employee benefit experience includes thirty years in all areas of employee benefits and retirement plan work. Approximately one-half of billable hours are devoted to employee benefits and retirement plan services.

Areas involve:

• Defined contribution pension plan allocations, compliance testing and preparation of Summary Annual Report and Form 5500 and supporting schedules.
• Preparation of audited financial statements in accordance with generally accepted auditing standards and ERISA requirements.
• Defined contribution pension plan design and maintenance.
• Executive pay and benefits
• Analysis of employee benefits
• Retirement planning

Education
Bachelor of Science in Business Administration
Major:  Accounting
University of Tennessee, Martin, Tennessee

Professional Organizations
Tennessee Society of Certified Public Accountants
    Employee Benefits Plan Conference Committee
American Institute of Certified Public Accountants

Areas of Specialization
Employee Benefit Plans
Tax

Community Involvement
Paris Public Housing Authority Commissioner
Grace Episcopal Church, Treasurer