St. Louis--Roy Kramer, a tax parner 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 who have extensive personal financial planning education and experience, and who pass a comprehensive exam.
"We are committed to always providing the highest level or expert financial 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 accouting and taxes," says Kramer. "All areas of personal financial planning--incuding estate, retirement, investments and insurance--have tax implications."
For more information abuot the PFS credential program, visit aicpa.org/pfs.
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