Steve Smith, CPA, JD

Professional Experience:

  • Steve joined BMSS, LLC in 1994 and currently serves as the senior member of the firm’s tax practice group.
  • He predominantly focuses on client service needs in the areas of S corporations and partnership taxation with an emphasis on transactional work encompassing the life cycle of a business: formation, ongoing operations, mergers and acquisitions, dispositions and liquidations, and the impact on the owners of the business.
  • Steve has 35 years of experience and has worked with all industries represented by Barfield, Murphy, Shank & Smith.
  • He is involved with the tax planning team at BMSS Wesson Wealth Solutions, LLC.

Education:

  • University of Alabama
    • Juris Doctor
    • Bachelor of Science in Accounting – summa cum laude

Professional Designations & Affiliations:

  • Certified Public Accountant (CPA)
  • Juris Doctor (JD)
  • American Institute of Certified Public Accountants (AICPA) – Tax Division
  • Alabama Society of Certified Public Accountants (ASCPA)
  • American Bar Association (ABA)
    • Taxation Division
    • Real Property Trust & Estate Law Division
  • Alabama Bar Association
  • Annual Federal Tax Clinic
    • Past President – 2015
    • Board Member
  • Birmingham Tax Forum
    • Past President (2006)
    • Former Board Member
  • Arlington Study Group (Estate Planning Professional Group)
  • University of Alabama Alumni Association
  • Beta Alpha Psi
  • Beta Gamma Sigma

Additional Information:

  • Steve currently resides in Mountain Brook with his wife, Robin.
  • They have three daughters, one granddaughter, one dog and three granddogs.
  • In his free time, Steve enjoys fishing, kayaking, sporting clays, reading, exercising and small woodworking projects.