Loreine Smith C.P.A. has over 19 years of experience.  She is a Certified Public Accountant licensed in the State of Texas, a Certified Financial Planner certificant and also holds the Accredited Asset Management Specialist Designation from the College of Financial Planning.  Currently, Loreine is an instructor with the SMU Certificate Program in Financial Planning.  Loreine has served on numerous non profit boards. 

Loreine has a broad depth of experience working with Individuals, Partnerships, Closely Held Entities, Corporations, LLC's., S Corporations, Estates and Trusts.  Loreine has provided consulting services to family owned businesses, individuals in transition, partners and corporate shareholders as well as, many others.

Tax Research, Tax Projections, Tax Preparation and Tax Planning 

Loreine has provided tax Services for over 19 years.  She has studied many fields of taxation, and has experience with high net worth individuals, professionals, closely held entities including S Corporations, C Corporations, LLC's  and Partnerships.  She has also worked with estates, trusts and family limited partnerships. She has provided tax advice to clients of all sizes.   

Collaborative Trained Allied Financial Professional

Loreine is a member of the Collaborative Solutions Group.  She is trained in both civil and family collaborative as an Allied Neutral Financial Professional.  She is a member of the International Academy of Collaborative Professionals .  Loreine has also completed the training requirement for a court appointed mediator.

Estate Planning and Succession Planning
 
Loreine has assisted numerous clients in making decisions affecting their transition.  She has guided clients through the maze and has assisted in matching values with tools and planning vehicles

Succession Planning, including providing guidance and tools for transfers of family owned businesses to the next generation.

Litigation Support including Expert Witness Testimony

Loreine has assisted in numerous cases, analyzing the financial information, as well as having provided trial testimony.

Consultations and Business Consulting

Loreine is available for ongoing or periodic financial, tax or business consulting.

Financial Planning 

Visit our sister company Life Plan Strategies LLC

Loreine Smith C.PA.
7557 Rambler Road, Suite 850
Dallas, TX 75231
(214) 253-9730
loreine@loreinesmith.com