John Smyth, CPA/PFS, CFP, RFC

by | 09.13.2020

John R. Smyth, Jr. is a Certified Public Accountant/Personal Financial Specialist, a Certified Financial Planner, and a Registered Financial Consultant. He has received a Certificate of Educational Achievement in Business Valuation from the AICPA. Mr. Smyth has prepared business appraisals for the past thirty-three years and has consulted with business clients regarding acquisitions and dispositions for small business interests for the past forty-four years. In addition to business appraisals, he specializes in taxation, business consulting, succession planning, litigation support, financial planning, and wealth management. His formal education includes a Bachelor's of Science degree from Frostburg State University (1975). He has attended special training in financial management, financial analysis, personal and corporate income taxes, appraisal techniques, and methodology, and numerous other business and accounting related subjects. He has been a frequent speaker and lecturer on various tax and financial related subjects. Mr. Smyth has written many newsletters on business and tax matters. Mr. Smyth has appeared numerous times as an "expert witness" regarding business valuations and accounting related issues and has acted as a valuation arbitrator in a dissenting shareholder case.

Mr. Smyth is employed as a managing director for CBIZ MHM, LLC and is a shareholder in Smyth & Pyles, LLC (an independent CPA firm). Mr. Smyth is a member in good standing of: The American Institute of Certified Public Accountants, The Maryland Association of Certified Public Accountants, The Institute of Business Appraisers, Inc., The Institute of Certified Financial Planners, and The International Association of Financial Planners. He is a member of The National Association of Securities Dealers and holds a Series 7, 65, and 66 licenses with the organization. In addition, he is a Registered Investment Advisor with the SEC. He holds a variable and fixed-life insurance license and is registered as such in various states.


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