Kenneth M. Smith

Biography

Ken Smith's work focuses in the areas of trusts and estates, tax and tax-exempt organizations. He is a Certified Public Accountant. Mr. Smith's experience includes:

  • Administration of trusts, estates and foundations, including preparation of accounts and tax returns.
  • Coordinate and review preparation of fiduciary tax returns.
  • Prepare tax and cash flow projections for trusts, estates and individual beneficiaries. 
  • Evaluate and maintain tax software programs.
  • Create spreadsheets for firm use in the administration of trusts and estates.

Legal Services

Education and Honors

  • University of Wisconsin (B.B.A., 1974)
    • Degree: Accounting.

Professional and Civic Activities

  • Member: American Institute of Certified Public Accountants; Wisconsin Institute of Certified Public Accountants; Paralegal Association of Wisconsin (Estate and Trusts Specialty Section)