MOVERS & SHAKERS GAYLEN R. HANSEN, CPA Gaylen R. Hansen, CPA, Of Counsel, Plante Moran, Denver, received the William H. Van Rensselaer Public Service Award from the National Association of State Boards of Accountancy. Hansen joined the Auditing Standards Board in 2016 and represents NASBA on the advisory committees of the International Audit and Assurance Standards Board (IAASB) and International Ethics Standards Board for Accountants (IESBA).
SEAN MCDONALD, CPA & DAVID SHELLAN, CPA ACM LLP, Denver, promoted Sean McDonald, CPA, and David Shellan, CPA, to partner. SUMESH TRIPATHI The Colorado Department of Labor and Employment Division of Vocational Rehabilitation honored Sumesh Tripathi, ACM LLP Tax Staff, Denver, with one of its Shining Stars of VR Awards. He received the Executive Director Award for his courage and commitment to improving his life and recognition of all he has done to achieve his employment goals and promote the full inclusion of people with disabilities in Colorado’s workforce.
BENJAMIN T. HROUDA, CPA Benjamin T. Hrouda, CPA, Flywheel Capital, Denver, was named to the Colorado Water Trust Board of Directors as Treasurer. WHIPPLEWOOD CPAS Accounting Today named WhippleWood CPAs, Littleton, to its list of 2018 Best Small Accounting Firms to Work For. BOULDER CPA GROUP Boulder CPA Group, formerly Mark H. Carson & Associates, P.C., changed ownership, effective Oct. 16, 2018. Boulder CPA Group, P.C. now is owned and managed by Carol Bailiff, CPA, Ophelia Chu, CPA, Vonda Modlin, CPA, and Natalie Swartz, CPA. Managing Shareholder is Debra Zeigler, CPA. The firm’s staff members and office location in Boulder were retained.
MARK J. SMITH, CFP®, CPA/PFS, CIMA® ® Mark J.Mark Smith, CFP®, and presiJ. Smith, CFP ®,CPA/PFS, CPA/PFS, CIMACIMA®, dent ofPrincipal M.J. Smith & Associates, Greenwood Village, was J. Smith first openedTop his practice in 1983, he expected to focus on taxof planning. After – the namedWhen to Mark the Forbes Wealth Advisors 2018 all, he was a CPA with an accounting degree from the University of Iowa. But as he continued third consecutive Smith made theCERTIFIED list. FINANCIAL to build his competency asyear an adviser through the globally recognized PRACTICE FOCUS Investment Planning Retirement & Estate Planning Income Tax Planning Education Planning Business Planning
EDUCATION AND CERTIFICATION
MARILYN SUDBECK, CPA “Since the 1980s, our firm has embraced a foundation oriented around trust, faith in the future, Insightful Accountant Marilyn CPA, and education,” says Mark. Duringnamed turbulent economic times in the 80s,Sudbeck, 90s and most recently, so-called Great Recession, M. J. Smith and Associates has prided itself on acting as the “voice a 2018 the Top 100 QuickBooks ProAdvisor. She recently of reason,” helping clients navigate some of life’s greatest financial challenges, including divorce, selling a business, or managing an inheritance. Mark’s leadership has earned numerous accolades, published Quickbooks for CPAs: Written by a CPA for including recognition by financial media outlets, such as Barrons, Forbes, Worth, and Financial Times. “Clients understand what her, they’re getting when they work with M.J. Smith and Associates,” CPAs, available from Marilyn@nimbusqb.com, or the says Mark. “We believe strongly in fee transparency, and work with our clients to reduce their overall asset management as well as their tax burden in this increasingly complex tax environment.” Tattered Covercosts, bookstore.
B.B.A., University of Iowa CERTIFIED FINANCIAL PLANNER™ practitioner
Accountants and Consultants www.acmllp.com
PLANNERTM certification program, he realized he wanted more for his clients. “I felt that by offering comprehensive financial planning, I would be able to more proactively change people’s lives,” he said. More than 30 years later, M. J. Smith and Associates has become one of the nation’s leading financial planning and investment advisory firms, and Mark has been recognized repeatedly as one of the top financial advisors in America.
Certified Investment Management Analyst® Personal Financial Specialist Certified Public Accountant
Mark believes education lies at the heart of investor protection. He personally developed a curriculum for the Evelyn Brust Financial Research and Education Foundation to help build financial literacy, and was pleased to see the program adopted nationally. Mark has also taught investment and financial planning courses to other professionals, including CPAs and advisers who work with Raymond James, a diversified financial services holding company that serves as custodian for M.J. Smith and Associates’ client assets.
EIDE BAILLY LLP Eide Bailly LLP moved its Fort Collins office to In Colorado, and in his home state of Iowa, Mark has demonstrated his education leadership by 2950 Harmony 290,State Fort Collins, developingEast scholarships to help students fromRoad, needy familiesSuite attend Metropolitan University of Denver, Arapahoe Community College, the University of Iowa and Iowa Central Community CO 80528. The phone numbers remain the same. College, as well as numerous other colleges through the Colorado Society of CPAs’ Education Foundation (COCPA), where Mark is past president.
AFFILIATIONS Member, Financial Planning Association® Member, Investment Management Consultants Association Member, American Institute of Certified Public Accountants Member, Colorado Society of Certified Public Accountants
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
locally owned. locally Committed. Accounting For How You Do Business imAgine tHe possiBilities
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303.830.1120 Denver ∙ Boulder ∙ Northern Colorado ∙ Laramie
NewsAccount | January/February 2019
Mark serves on the board of the Kempe Foundation, a nonprofit advocacy organization for the prevention and treatment of child abuse and neglect. He is also a board member for the Salvation
Army Intermountain Division, where he successfully helped the organization increase its planned HAYNIE & than COMPANY giving donations to more $70 million – more than any other Salvation Army division in the U.S. Most recently, Mark was a member of the 2014-15 COCPA Board of Directors. He says his desire Abercrombie & Associates, PC, The Woodlands, to help others stems from his own experience. “Everything I have I owe to my mom,” says Mark. “She worked so hard to give us a home and an upbringing. Because of how hard you saw her work, TX, merged with Haynie & Company Certified and with the love that you felt, you never wanted to disappoint.” Public Accountants & Management Consultants, That spirit of appreciation and respect has enabled M.J. Smith and Associates to delight clients, not only by helping them mitigate and manage risk, but also by always placing the interests of it’s Nov. 1, 2018. clients first. The team plays an active role in helping confront and curb the behaviors that could limit investment success, and works with individuals, families and businesses to take a reasoned and rational approach to creating wealth. A fee-based, independent registered investment adviser, M.J. Smith and Associates acts as a fiduciary for clients, offering asset management services, comprehensive financial planning, and income tax planning. The firm has established itself as a national leader in the years since 1983, when, as a solo practitioner, Mark Smith served as chief adviser, filing clerk, receptionist and coffee maker. “I’m very proud of the team we’ve built,” he says, noting that the firm has six CFP professionals, four team members with Master’s degrees, and several employees with four licenses and designations. “We look forward to helping our clients achieve their financial goals for many years to come.”
CLASSIFIEDS
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