Mark L. Smith
Mark is a shareholder/officer of Smith, Koelling, Dykstra, and Ohm, P.C., and has been in public accounting since 1971. He attended Lewis University where he graduated in 1971 with a Bachelor of Arts Degree in accounting. In 1972, he sat for and passed the CPA examination.
In 1974, he opened his own practice, which within a year had grown into a partnership with Donald Bacon. He is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
Some of Mark’s professional experiences include being executive in charge of and consultant to the examination of financial institutions and health care organizations. Mark has also been involved in obtaining private letter rulings from the IRS in connection with corporate reorganizations and formations of holding companies.
Mark has earned the accreditation of a Personal Financial Specialist from the AICPA. As a financial planner, he reviews clients’ estates, income taxes, insurance coverage and investment portfolios. Mark is also a registered investment advisor which allows him to participate in clients’ investments. By participating, he is able to analyze their investments, offer his recommendations and assist with the management of investments. He also heads up our wealth management and investment services under our sister organization, Solutions for Wealth Management, LLC.
Mark’s clients represent all phases of the economic spectrum including health care, financial, manufacturing, wholesale, retail, agricultural and service industries. The services performed have included financial planning, systems analysis, auditing, tax planning, and negotiations with various government agencies.
Mark is also a member of the Board of Centrue Financial Corporation and is chair of their audit committee. He also is a Board member of the Association of CPA Financial Planners (ACPAFP.org). He is actively involved in the Kankakee Development Corporation. He serves on St. Patrick’s Catholic Church Administrative Committee and is a Board Member for Kankakee Community College Foundation and Bishop McNamara Catholic High School Foundation.
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