David Smith, CPA

Professional Experience

David’s practice consists primarily of servicing and advising closely held and family-owned businesses and their owners, including high-net-worth and ultra-high-net-worth individuals. These services include income and estate tax planning, strategic planning, business consulting, succession planning, and compliance services (e.g. accounting, financial statements, and tax services). David also serves other professional service organizations such as attorneys, engineers, physicians, veterinarians, and other consultants. Some of the particular industries that he concentrates in are retail, wholesale and distribution facilities, manufacturing, equine, various service businesses, estates, and trusts.

David has more than 35 years of extensive experience serving clients with complex tax issues and related business advisory services. He began his career with KPMG (1987-1994), then continued at Barr Anderson Roberts, PSC (1994-2015), and joined Dean Dorton in 2016 through a merger. He is an active community member, serving on various boards and committees throughout the region.

Professional Activities

• American Institute of Certified Public Accountants
• Kentucky Society of Certified Public Accountants
• CPA Associates International, Past Tax Committee and Family-Owned Businesses Committee Member
• PDI Global, Tax Newsletter, Past Editorial Board Member

Certifications

• Certified Public Accountant

Community Involvement

• Bluegrass Community Foundation, Audit & Finance Committee
• Central Kentucky Apartment Association, Board Member
• Shriners Hospital for Children, Corporate Council
• Bluegrass Farms Charities, Board Member
• University of Kentucky Alumni Association, Lifetime Member

Education

• Bachelor of Science in Accounting, magna cum laude, University of Kentucky, Lexington, Kentucky Beta Alpha Psi Accounting Honorary, Dean’s List

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