what we do
Tax Planning & Compliance * Estate Planning & Documentation
Small & Medium Business Planning and Organization
Mr. Smith is the senior shareholder of the law firm of K. L. Smith, P.C.
As both an attorney and a (non-practicing) Certified Public Accountant, Mr. Smith has concentrated his practice in tax estate planning, having created over 300 individual wealth transfer plans during more than 27 years in practice. He also has a great deal of experience in financial planning and retirement planning and business income tax planning.
Mr. Smith is a current member of the Iowa Bar Association and its Tax Section and has held memberships in the American Bar Association, AICPA Tax Division and Personal Financial Planning Division, Iowa Society of Certified Public Accountants, Des Moines Estate Planning Council and was the president of the ERISA Forum for over 15 years.
Mr. Smith received his B.S. degree from Iowa State University in Accounting and his J.D. degree from the University of Iowa College of Law.