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2010 Health Care Reform Act
While the bill itself is over 2,700 pages, the highlights contained in this  summary developed by CCH for clients and friends of Brown Smith Wallace will provide you with some of the more pertinent general information. 
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Vision | Values :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
... stronger position,” says Bill Willbrand, member, tax and accounting, Brown Smith Wallace ...
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TAX SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Tax Services Brown Smith Wallace's expertise can help you discover business activities that may result in tax benefits. We'll help you identify tax deductions or credits appropriate for your unique situation. We can identify opportunities for potential tax reductions that you may have overlooked. ...
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FINANCIAL ADVISORY :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our Financial Advisory Services (FAS) team provides savvy insight into complex transactions, financial issues and legal matters. We assist business owners in mergers and acquisitions and provide turnaround services for troubled companies.  We also help companies develop sustainable valuations ...
http://www.bswllc.com/financial-advisory
ABOUT US :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace LLC is a full-service CPA and business consulting firm.   Founded in 1972 by Harvey Wallace, Managing Member, and Jeffrey Smith, Brown Smith Wallace ranks as the sixth-largest accounting firm in St. Louis and the second-largest locally based firm in Missouri. With a ...
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Vision | Values :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Vision Statement To be recognized as the premier firm in our chosen markets,
as demonstrated by the pride of those associated with us... our clients and our people Core Values Excellence in all we do
Honesty, integrity and objectivity in our dealings with other people
Hard work, commitment ...

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HOME :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace Second largest locally owned CPA and business advisory firm in Missouri Ranked 6th largest firm in St. Louis area Ranked one of the best accounting firms to work for by Accounting Today Recipient of the Work/Life Balance Award presented by the MO Society of ...
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Accounting Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Outsourcing Services Reconciling Bank Accounts Periodic Closing    Compiled Financial Statements Periodic Journal Entries Financial Reporting ...
http://www.bswllc.com/accounting-services
Accounting Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Interim Staffing Brown Smith Wallace offers high quality solutions for your long and short term interim staffing needs by providing temporary replacements for every position from CFO specialist to bookkeeper.  We can help you avoid the high cost of recruiting and training. With the diverse ...
http://www.bswllc.com/accounting-services
Business Taxes :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
There are many opportunities available today that provide relief to growing businesses. We serve companies from the start-up stage to multi-national organizations filing taxes in 50 states and countries around the world. We can provide you with a complete range of business tax planning necessary to ...
http://www.bswllc.com/business-taxes
Family Wealth Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Estate Planning We develop sound strategies for estate planning, retirement planning, educational planning and the use of trusts to safeguard and protect your assets. Our tax professionals have estate planning expertise, however, do not sell any products in support of our family wealth planning ...
http://www.bswllc.com/family-wealth-planning
Family Wealth Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
A comprehensive wealth management process with short and long-term strategies is essential to determine the necessary steps you need to take to achieve your financial goals for you and your family. Our Family Wealth Planning Group works with individuals, families and family businesses to address ...
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Family Wealth Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Comprehensive Planning As a financially successful individual, you face the same complex decisions regarding your personal financial matters even if a family business is not involved. Often, your assorted advisors act independently without one true common objective. At Brown ...
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Not For Profit Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Brown Smith Wallace not for profit team understands your need for creative ideas.  We know you are looking for business activities that may result in tax benefits unique to the non profit community. We have the expertise you need to identify opportunities for potential tax reductions ...
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Individual Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Individual Tax Preparation Whether you are an individual filing a simple 1040 or filing taxes in all 50 states, you’ll find the expertise you need right here. In most cases, we offer a complimentary initial consultation to assess your ability to save taxes through retroactive filing and/or ...
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Individual Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Personal tax and financial planning encompasses complex issues for financially successful individuals and families. We provide independent personal tax and financial planning advice on your individual taxes, personal financial planning, retirement planning and mortgage services.
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Individual Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Mortgage Services Brown Smith Wallace has partnered with USA Mortgage, a St. Louis based division of DAS Acquisition Co. LLC, to offer you complete mortgage services.  As one of the largest mortgage lenders in the St. Louis Metro area, USA Mortgage conveniently allows you to complete and ...
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Private Companies :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Private Companies
Our audit and tax professionals focus on the needs of privately held companies. These clients draw on our comprehensive range of solutions to support their key business and personal financial decisions. As a trusted independent advisor to hundreds of private companies, we can ...

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Individual Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Tax Planning Guide To receive your complimentary Tax Planning Guide, please send your request to Joan Hamilton at jhamilton@bswllc.com or call 314.983.1200.  
http://www.bswllc.com/individual-tax-services
Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Turnaround Consulting and Management Proactive planning is more important than ever in this unsettled economic climate.  The longer you wait, the more negative the impact. Our professionals have extensive experience as business owners and advisors to privately owned companies, ranging in size ...
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Sales & Diverstitures Process :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Sales & Divestitures Process 1) Identify a Goal We help you set goals which are specific, realistic and achievable. We learn a lot about the enterprise being disposed of as well as you and your current management team. Then ...
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Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Succession Planning Without effective succession planning, a business may be sold or merged upon the business leader’s retirement against the intent of the business leader or family.  Such an outcome can result in power struggles, family quarrels, damage to the business and damage to ...
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Newsletters and Alerts :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2007 Year End
There is Still Time To Reduce Your 2007 Taxes October/November
Bits and Bytes: Electronic Data Storage Solutions August/September
Make Your Estate More Liquid With Life Insurance June/July
Tax Planning Ideas for 2007 and Beyond April/May
10 Strategies to Help You Build and ...

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Newsletters and Alerts :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2008 Year End
Timely Tips to Tame the Tax Tiger October/November
Saving For College: Study Your Options and Plan Ahead

August/September
3 Depreciation Tips You Will Appreciate June/July
How Can You Make the Most Out of Social Security? April/May
Take Aim and Fire

February/March
Healthy ...

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Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Exit Planning Exit planning is a long-term process designed to help a business owner successfully withdraw from his or her business.  This process enables the owner to plan for the next stage in life by getting the maximum value out of the business. Generally, the process is a team effort, ...
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AUDIT & REVIEW :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Anthony J. Caleca
CPA
Member in Charge
314.983.1267
tcaleca@bswllc.com Don Mitchell
CPA/CFF, CFE
Audit and Review
314.983.1248
dmitchell@bswllc.com

http://www.bswllc.com/audit-and-review
Business Cooperatives :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Cooperatives We provide comprehensive financial services for cooperative organizations. Our services include financial statement preparation, accounting and assurance, income tax, management consulting and merger and acquisition services. We are a member of the National Cooperative ...
http://www.bswllc.com/business-cooperatives
Four Step Exit Planning Process :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace LLC
Four Step Exit Planning Process

1) Set owner goals and objectives a. Determine your retirement goals
b. Determine your income needs
c. Determine timeline
d. Determine preferred transaction type
e. Outright sale to third party
f. Sale to family members
g. Sale to ...

http://www.bswllc.com/four-step-exit-planning-process
Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Mergers and Acquisitions Our professionals have worked on hundreds of transactions, due diligence and advisory engagements during their tenure as M&A professionals. Our best-practices process includes discovering the critical issues, identifying business drivers, seizing value-added ...
http://www.bswllc.com/transaction-services
Newsletters and Alerts :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2009 June/July IRS Provides Guidance on Claiming Extended NOL Carrybacks April/May Tax Alert: Gifting Strategies for an Economic Downturn February/March Tax  Alert:  American Recovery and Reinvestment Act

Don't Underestimate the Power of Giving

http://www.bswllc.com/newsletters-and-alerts
Valuation Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Financial Reporting 141/142 Statement 141 requires that all business combinations be accounted for by a single method—the purchase method. The purchase method records all business combinations based on the values exchanged, providing information about the total purchase price paid to acquire ...
http://www.bswllc.com/valuation-services
Business Interruption Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Business Interruption Services Unexpected circumstances can have a drastic impact on the financial success of your business. They can interrupt normal business procedures, stopping production and impeding cash flow in and out of the company. Our trained professionals have the expertise to address ...

http://www.bswllc.com/business-interruption-services
Litigation Support Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Financial Advisory Services We offer services that transcend the traditional definition of litigation support.
If you are an attorney working on a case that requires the use of independent experts to validate your arguments or prepare detailed financial analysis, our litigation professionals are ...

http://www.bswllc.com/litigation-support-services
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our talented employees are the foundation on which this company was established and the reason it continues to excel. Collectively, our staff participates in hundreds of hours of continuing professional education courses to maintain a high-level of expertise in all practice areas. The firm has ...
http://www.bswllc.com/our-team
Community :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace strives to make A Measurable Difference™ with involvement in social and charitable organizations in the St. Louis metro area.  Our team members participate in over 40 various charitable committees and community boards supporting a variety of notable agencies. Our ...
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MEASURABLE DIFFERENCE :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Our Six Measurable Differences The Six Measurable Differences of Brown Smith Wallace highlight our commitment to value-added service, big picture thinking, partnerships with clients, easy accessibility and our guarantee of client satisfaction.  Examples of how we have added value to clients ...

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Articles :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2008 December Time for a Business Health Checkup
Barry Worth, CPA/ABV, CVA, CM&AA, & Bill Willbrand, CPA,
Ted Flom, CPA, CISA, CIA, & Robin Bell, CPA Broad Types of Fraud in the Retail Industry Can
Cause Management to Become Pale and Frail
Ryan Hauber, MBA, CFE Turning Your ...

http://www.bswllc.com/articles
Articles: Planning and Preserving :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Planning and Preserving How Your Motivation and the Tax Laws Drive Estate Planning Interviewed by Kristen Hampshire, Smart Business magazine You probably don’t wake up every day thinking about what your business will
be like when you are gone. In the hustle and bustle of daily operations, ...

http://www.bswllc.com/Planning-and-preserving
Articles: What's Your Risk Exposure :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
What's Your Risk Exposure? How proactive detection and prevention can help you mitigate fraud Interviewed by Kristen Hampshire, Smart Business magazine No company is immune to internal fraud. Organizations that take a wait-and-
see approach risk severe financial damage. The fact is that every ...

http://www.bswllc.com/Articles-Whats-your-risk-exposure
Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
We help business owners or corporate executives develop turnaround strategies for troubled companies.  We also help effect merges, acquisitions, divestitures and plan for the transition of companies and their owners to new ownership.  Our financial analysis capabilities will support your ...
http://www.bswllc.com/transaction-services
Peer Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Peer Review Brown Smith Wallace has successfully completed all peer review examinations. The Firm achieved the most prestigious results by receiving an 'unmodified report and no letter of comments'. This confirms that we adhere to the strictest of all American Institute of Certified Public ...

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Transaction Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Due Diligence Due diligence is required when a buyer has reached the point of serious interest in a transaction and needs to expand the information base on which to base a decision.  After an offer has been made, a more extensive final due diligence is quickly ...
http://www.bswllc.com/transaction-services
Litigation Support Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
If you are an attorney who needs independent litigation support experts to assess damages, value business interests or intangible assets, or prepare detailed economic analyses, our litigation support team provides financial savvy and court-tested credentials in a number of venues. We have extensive ...
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Litigation Support Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud and Forensics  The pervasiveness and cost of corporate fraud, employee misappropriation of assets and financial statement abuse is a huge problem in American business today. Because of the nature of corporate fraud, companies need experts specifically trained in fraud and forensics with ...
http://www.bswllc.com/litigation-support-services
Litigation Support Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Computer Forensics The extent of our digital society is requiring you to have the ability to investigate suspicious activity found on computers. IT risks range from financial fraud to hackers gaining access to your data.    IT forensics is the process of recovering and analyzing ...
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Litigation Support Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Prevention and Detection Fraud prevention processes, policies and controls are designed to stop fraud before it occurs, eliminating the need for fraud detection. Our fraud and forensics team can design a fraud detection and prevention plan that will help you:     ...
http://www.bswllc.com/litigation-support-services
RISK SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Risk Services practice provides services, on an outsourcing and co-sourcing basis, that help clients manage business risk, improve processes and internal controls and comply with the provisions of Sarbanes-Oxley. Our team, which is one of the largest and most diverse groups of its kind ...
http://www.bswllc.com/risk-services
RISK SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Ron Schmittling
CPA, CITP, CISA, CIA
Risk Services
314.983.1398
rschmittling@bswllc.com Donna Beck Smith
CPA/ABV/CFF, CVA, ASA, Cr.FA
Financial Advisory Services
314.983.1259
dsmith@bswllc.com Don Mitchell
CPA, CFE
Audit and Review
314.983.1248
dmitchell@bswllc.com

http://www.bswllc.com/risk-services
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our firm and the risk services team have substantial experience providing internal audit services to organizations of all industries and sizes. Internal audit relationships range in scope from risk assessments and special projects to full outsourcing of a company’s internal audit function. ...
http://www.bswllc.com/internal-audit
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Risk Assessment and Audit Planning The foundation for an effective internal audit function is understanding and focusing on areas of greatest risk and opportunity. Our risk assessment methodology provides a consistent approach to risk and opportunity analysis. Deliverables include a risk ...
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Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Risk Based Audits Our internal audits are designed to take a risk-based approach to evaluating the area(s) under review. Our approach includes the following: We identify potential risks to the achievement of goals and objectives. Through discussions with management, reviews ...
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Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Outsourcing We work with a number of companies to fully outsource their internal audit functions. Our highly experienced team can help you: Establish a new internal audit function Manage the internal audit function Perform risk assessments and develop audit plans Perform ...
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Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Co-Sourcing  We have the talent and expertise to provide you with a wide variety of co-sourcing options. You can maintain control of the audit function while utilizing our internal audit professionals to address your staffing needs. Co-sourcing engagements can include staff ...
http://www.bswllc.com/internal-audit
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staff Augmentation We can provide talented staff on an as-needed basis. We hire experienced staff, which eliminates any need for you to provide time consuming training. This helps to minimize disruption and promotes continuity on assignments.
http://www.bswllc.com/internal-audit
Business Intelligence :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
 Business Intelligence Group
The business intelligence group shows companies how to harness data using processes and technology  to help decision makers better monitor, analyze, plan and leverage their business performance. We include the full lifecycle of performance management, ...

http://www.bswllc.com/business-intelligence
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Special Projects Special projects can lead your current staff into unfamiliar territory and often include complex project management requirements. When you do not have the in-house talent and expertise to accomplish what you need to get your desired results, we can perform those projects for you. ...
http://www.bswllc.com/internal-audit
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Enterprise risk management (ERM) is the process of planning, organizing, leading and controlling the activities of an organization in order to minimize the effects of risk on an organization's capital and earnings. Enterprise risk management expands the process to include not just risks associated ...
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Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Enterprise Risk Assessment We can help you develop and conduct a cost-effective enterprise risk assessment that will help you position the organization to understand and effectively manage risk and improve performance. Enterprise Risk Assessments help companies: Understand the significant ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Risk Based Audits Our internal audits are designed to take a risk-based approach to evaluating the area(s) under review. Our approach includes the following: We identify potential risks to the achievement of goals and objectives. Through discussions with management, internal control guides and ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
ERM Program Development We will help you develop an effective ERM program that coordinates your various risk positions into a coherent system of checks and balances. One of the problems inherent in the implementation of an enterprise risk management (ERM) program is creating protocols that are ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Process Assessment As companies grow, their needs change and processes must be adjusted to support the business. Far too often these changes are made in a patchwork manner and result in processes that are costly and inefficient or ineffective in meeting the needs of the company. When ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fiduciary Risk With heightened governmental scrutiny and increasing ERISA litigation, fiduciary risk is a growing concern for those with retirement plan responsibilities. Vulnerability often stems from inadequate definition of the legal obligations fiduciaries have and from inadequate fiduciary ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Technology Risk Our technology risk team focuses on assisting companies in managing technology risk, improving processes and internal controls, maximizing return on their ERP investments and complying with the provisions of Sarbanes-Oxley. At Brown Smith Wallace, we are able to provide a full ...
http://www.bswllc.com/enterprise-risk
Enterprise Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Construction Risk We provide companies with construction risk management by identifying and analyzing potential risks that may occur throughout the construction process. We perform risk assessments on construction projects to help you prevent and mitigate potential costly delays and disruptions.

...

http://www.bswllc.com/enterprise-risk
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our Sarbanes-Oxley Compliance service offerings are designed to help organizations understand and comply with requirements for corporate governance, financial transparency and internal controls. We can assist you in implementing and developing programs to comply with the Sarbanes-Oxley Act. The ...
http://www.bswllc.com/sarbanes-oxley-assistance
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace professionals have been at the forefront of assisting management with the implementation of Sarbanes-Oxley compliance programs. We have led the successful implementation of many Sarbanes-Oxley programs and continue to lead programs for numerous clients. We provide a full range ...
http://www.bswllc.com/sarbanes-oxley-assistance
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
SOX Risk Assessment and Program Design The foundation for an effective SOX program is performing an appropriate risk assessment so that efforts can be focused on areas of greatest risk to financial reporting. Our Risk Assessment methodology provides a consistent approach understanding risk from a ...
http://www.bswllc.com/sarbanes-oxley-assistance
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Documentation Documentation for SOX compliance requires a complete understanding and examination of the business processes that drive the financial state and the related internal controls utilized to ensure integrity. We often help businesses realize other benefits from this documentation effort ...
http://www.bswllc.com/sarbanes-oxley-assistance
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Retirement Plan Fee Analysis Have you reviewed the total cost of your retirement benefit plan?  If you have utilized the same vendor for more than four years, you are probably paying too much.  A retirement plan fee analysis involves a comprehensive assessment where we look for cost ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Budget Planning and Forecasting Too often businesses view budgeting as a once-a-year financial process. We can help you make planning, budgeting and forecasting part of an ongoing, dynamic performance management process.  We evaluate your current resources and create an accounting structure ...
http://www.bswllc.com/cost-control-and-reduction
Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Audit Audits examine your organization's financial documents in order to determine whether the records and reports are valid and the information is fairly presented in accordance with accounting principles generally accepted in the United States (GAAP). Our audits follow a precise and proven ...

http://www.bswllc.com/audit
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Testing We can help you design well-focused testing strategies and programs to evaluate whether your internal controls are appropriately designed and operating effectively. We can also perform testing of key internal controls (automated and manual), as well as manage and oversee these efforts. ...
http://www.bswllc.com/sarbanes-oxley-assistance
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Program Evaluation and Process Improvement An effective Sarbanes-Oxley program should leverage leading practices, including recent SEC and PCAOB guidance, and be customized to your environment. We help clients design new programs or evaluate existing programs that are most cost-effective while ...
http://www.bswllc.com/sarbanes-oxley-assistance
NEWS & EVENTS :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

News and Events The Brown Smith Wallace team is made up of experts in a variety of areas, including audit, business consulting, accounting and tax, litigation support, technology, risk services, valuations, mergers and acquisitions, benefit plans and performance improvement.  We provide ...

http://www.bswllc.com/news-and-events
In The News :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Patrick Shelton quoted in the article "Some Firms Suspend Their 401(k) Match." 
By Jilian Mincer Q & A With Jeffrey Smith Smith, Wallace Switching Jobs at Brown Smith Wallace
By Rick Desloge Accounting Firms Witness Uptick with Downturn
By Matt Allen

State Board Sees ...

http://www.bswllc.com/in-the-news
SAS 70 & Third Party Assurance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Agreed Upon Procedures When a complete SAS 70 audit is not required, but you want a specific group of accounts, procedures or controls evaluated or reviewed, an Agreed Upon Procedures engagement may fit your needs.

Auditing your agreed upon procedures can involve reviewing accounts, procedures ...

http://www.bswllc.com/sas-70-and-third-party-assurance
Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Review A review encompasses verifying that your organization's financial statements comply with Generally Accepted Accounting Principles (GAAP). Our reviews follow a precise and proven approach to ensure that every component that requires analysis is properly evaluated. For every review ...

http://www.bswllc.com/review
SAS 70 & Third Party Assurance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fiduciary Compliance We can help you fulfill the fiduciary responsibilities of your benefit plans by helping you focus on the interests of plan participants and beneficiaries. Our affiliate, Benefit Plans Plus LLC, offers a Fiduciary Health Checktm that identifies opportunities, improves procedures ...
http://www.bswllc.com/sas-70-and-third-party-assurance
SAS 70 & Third Party Assurance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
HIPAA Evaluations We can help you comply with HIPAA regulations by performing a gap analysis, constructing implementation plans or providing policies, procedures and resources. We can also assist you in assessing the business impact of HIPAA regarding the applicability of regulations, and its ...
http://www.bswllc.com/sas-70-and-third-party-assurance
SAS 70 & Third Party Assurance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
SAS 70 Statement on Auditing Standards (SAS) No. 70, Service Organizations, is an internationally recognized auditing standard developed by the American Institute of Certified Public Accountants (AICPA). A SAS 70 audit is widely recognized because it represents that a service organization has been ...
http://www.bswllc.com/sas-70-and-third-party-assurance
IT Security & Privacy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Payment Card Risk Services Payment card (e.g., debit and credit cards) risk services help to ensure protection of your customers’ privacy. Businesses rely on credit or debit cards to process monetary transactions every day. Likewise, there are constant unsolicited and illegal attempts to ...
http://www.bswllc.com/it-security-and-privacy
Technology Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Application Risk Management We work with management to help organizations understand ;and assess technology based risks and controls associated with specific applications. We perform both pre-and-post implementation services to provide an objective assessment of the application ...
http://www.bswllc.com/technology-risk
Technology Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Infrastructure Risk Our team can systematically analyze your information technology core and business productivity infrastructure to ensure optimization. Our analysis will include: identity and access management, desktop, device and server management, security and networking, data management, ...
http://www.bswllc.com/technology-risk
Technology Risk :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Continuity/Disaster Recovery We can help you develop a disaster recovery/business continuity plan that documents necessary procedures to restore business resources prior to a disaster. Working with this plan will enable you to take positive action before a disaster occurs. Whether we ...
http://www.bswllc.com/technology-risk
AUDIT & REVIEW :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Audit and Review Brown Smith Wallace has nearly 40 years of experience performing audits for private companies of all sizes within a variety of industries.  We also have dedicated staff and extensive experience working with not for profit organizations. We are members of the AICPA Center for ...
http://www.bswllc.com/audit-and-review
Agreed Upon Procedures :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Agreed Upon Procedures “Agreed Upon Procedures” engagements examine and review specific information, accounts or data following a process driven exclusively by your needs. This can involve reviewing a finite group of accounts, procedures or controls to evaluate their effectiveness ...

http://www.bswllc.com/agreed-upon-procedures
Data Analysis :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cost Recovery PlusTM Our Cost Recovery PlusTM program helps you recover cash owed to you, retain the cash you have and restructure your processes and controls to prevent future problems. Plus, we have a variety of tools that provide ongoing local support. Learn More
http://www.bswllc.com/data-analysis
Data Analysis :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
ACL Implementation and Partnering ACL is a proven method that adds value to internal audits, increases efficiency and expands coverage. Our team, led by an ACL certified trainer, can help you: Reduce fees by increasing external audit dependence on your work Identify successful areas to ...
http://www.bswllc.com/data-analysis
Data Analysis :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Continuous Monitoring Our continuous monitoring systems are custom-developed based on your systems, controls and specific requirements. The cost is dramatically less than off the shelf systems and focuses on your core needs. We provide fully documented monitoring systems and built in ACL that can ...
http://www.bswllc.com/data-analysis
Captive Insurance Companies :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Captive Insurance Services At Brown Smith Wallace, we provide a full range of captive insurance services for clients in multiple states. We are members of the Arizona and Vermont Captive Associations.  Our insurance professionals have expertise in traditional and 831B captives.  Our ...

http://www.bswllc.com/captive-insurance-companies
Fraud & IT Forensics :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Data Analysis If suspicious activity is occurring in your business, call on the Brown Smith Wallace data analysis team. We utilize powerful data analysis tools such as ACL, Microsoft Access and optical character recognition software, etc., to help gather data and perform detailed analysis. ...
http://www.bswllc.com/fraud-and-it-forensics
Medical Billing Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Medical Billing Services Overview BSW Medical Billing Services, an affiliated company of Brown Smith Wallace, LLC, provides medical practice administrator services to physician practices.

Physicians face ever-increasing pressures on their time, escalating regulations, more complex billing and ...

http://www.bswllc.com/medical-billing-services
TAX SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Robin Bell
CPA
Tax Services
314.983.1217
rbell@bswllc.com Cathy Goldsticker
CPA
Tax Services
314.983.1274
cgoldsticker@bswllc.com Martin Doerr
CPA
Member in Charge
314.983.1350
mdoerr@bswllc.com

http://www.bswllc.com/Tax-Services
State and Local Tax :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
State and Local Tax For many businesses, state and local taxes account for a large percentage of their overall tax liability.  The current state and local tax environment presents a demanding set of challenges businesses must address.  State taxing authorities are looking for ways to ...
http://www.bswllc.com/State-and-Local-Tax
Employee Benefit Plan Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Employee Benefit Plan Audits Employee benefit plans are subject to specialized financial, operational and regulatory requirements. We can help you uncover discrepancies that can surprise you months and years down the road.

Any plan sponsor that has an audit requirement needs a benefit plan ...

http://www.bswllc.com/employee-benefit-plan-audit
Fraud & Forensics :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud & Forensics The pervasiveness and cost of corporate fraud, employee misappropriation of assets, and financial statement abuse is a huge problem in American business today.  Because of the nature of corporate fraud, companies need a specially trained expert with experience in ...
http://www.bswllc.com/fraud-and-forensics
Fraud :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace LLC Fraud & Forensic Eight Step Process 1) Determine what your management knows and what they have uncovered
2) Quarantine the equipment
3) Engage an attorney and put the suspect(s) on leave of absence
4) Determine the nature of the fraud
5) Determine how much ...

http://www.bswllc.com/fraud
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Internal Audit    Our internal audit services help organizations understand and manage risks and address compliance requirements. Our highly experienced team can help you: Establish internal audit functions Perform enterprise risk assessments Develop internal audit ...
http://www.bswllc.com/internal-audit
New Audit Standards :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace Overview of New Standards and Key Auditing Changes The Auditing Standards Board, which is the standards-setting body that governs auditors on non-public entities, has passed a sweeping set of new standards that rewrite many of the fundamental principles of a financial statement ...
http://www.bswllc.com/new-audit-standards
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Audit & Review Benefit Plans Plus Business Intelligence Group BSW Medical Billing Services Business Development/Marketing BSW Consulting Group Financial Advisory Human Resources IT Services Insurance & Reinsurance Risk Management BSW Small ...
http://www.bswllc.com/our-team
Insurance Audit and Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
  Insurance Audit and Tax Services
http://www.bswllc.com/insurance-audit-and-tax-services
Insurance Audit and Tax Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The insurance and reinsurance professionals at Brown Smith Wallace provide a full range of insurance audit and tax services to insurance providers across the country.   We offer traditional tax and audit services as well as non-traditional cutting edge services such as data analysis ...
http://www.bswllc.com/insurance-audit-and-tax-services
Service Companies :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Service Companies We offer specialized accounting, tax and business planning services, as well as financial management services, to a variety of businesses in the service industry. We understand the common need for efficient, reliable accounting and financial management services regardless of the ...
http://www.bswllc.com/service-companies
AFFILIATED COMPANIES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Affiliated Companies Brown Smith Wallace's affiliated companies make A Measurable DifferenceTM in a variety of areas, including services for small businesses, benefit plan design and administration, business intelligence, medical billing services and distribution software consulting. When you ...

http://www.bswllc.com/affiliated-companies
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Robin Bell, CPA Member, Tax Services
314.983.1217
rbell@bswllc.com
 

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Leslie Block, CPA, PFS Member, Tax Services
314.983.1252
lblock@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cathy Goldsticker, CPA Member, Tax Services
314.983.1274
cgoldsticker@bswllc.com    

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Darla Hemmann, CPA Manager, Tax Services
314.983.1203
dhemmann@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Ann Janoski, CPA Manager, Tax Services
636.754.0210
ajanoski@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Roy Kramer, CPA, CDFA, CDS Member, Tax Services
314.983.1265
rkramer@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Sean McKenzie Manager, Tax Services
314.983.1246
smckenzie@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Nauman Mian, CPA Manager, Tax Services
314.983.0223
amian@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Steve Ronquest Manager, Tax Services
St. Charles
636.754.0232
sronquest@bswllc.com

http://www.bswllc.com/our-team
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Ann L. Holtshouser, CPA Manager, Tax Services
314.983.1277
aholtshouser@bswllc.com

http://www.bswllc.com/our-team
JOIN OUR TEAM :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Ranked by Accounting Today as one of the Best Accounting Firms to Work for in the Country Are you looking for a place to get started, or trying to enhance your career by finding a place to grow? Finding a firm that fits your personal and professional needs can be challenging. ...
http://www.bswllc.com/join-our-team
Staff Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Small Business Services Staff Basic Function Successful candidate will be responsible for payroll taxes, sales/use tax, monthly financial statements, reconciling general ledger and account analysis for a variety of clients. Experience Demonstrated ability in: General ledger month-end close ...

http://www.bswllc.com/staff-auditor
Current Opportunities :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
  Current Opportunities Brown Smith Wallace is always looking for talented individuals who can make A Measurable Difference™ for our clients. State and Local Tax- Emphasis Sales Tax- Manager Staff Auditor Benefits Specialist
Benefit Plans Plus LLC Staff and Senior Information Technology ...

http://www.bswllc.com/current-opportunities
Recruiting Campaign :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts


Chris Menz

Darla K. Hemmann

Allison L. Bunte, Senior Tax & Accounting Matt Gardner, Senior Auditor, Risk ...

http://www.bswllc.com/recruiting-campaign
Staff Information Technology (IT) Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Staff Information Technology (IT) Auditor Job Summary IT Auditors are responsible for auditing information systems, platforms, IT infrastructure and operating procedures in accordance with established professional standards. IT Auditors evaluate IT infrastructure in terms of risk to the ...

http://www.bswllc.com/staff-information-technology-(it)-auditor
Senior Information Technology (IT) Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Senior Information Technology (IT) Auditor Job Summary IT Auditors are responsible for auditing information systems, platforms, IT infrastructure and operating procedures in accordance with established professional standards. IT Auditors evaluate IT infrastructure in terms of risk to the ...

http://www.bswllc.com/senior-information-technology-(it)-auditor
Senior Tax :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Senior Tax Role and Responsibility Assist partners and principals with tax services, including planning, research and compliance Prepare income tax returns for various entity forms and high-net-worth individuals Handle IRS and state authorities' correspondence Manage own workload ...

http://www.bswllc.com/senior-tax
Staff Accountant :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Staff Accountant Job Summary Successful candidate will be responsible for payroll taxes, sales/use tax, monthly financial statements, reconciling general ledger and account analysis for a variety of clients. Role and Responsibility The successful candidate must have 2-5 years of experience ...

http://www.bswllc.com/staff-accountant
Staff and Senior Financial / Operational Risk Management :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Staff and Senior Financial / Operational Risk Management Job Summary Become part of a dynamic and fast growing team. Professionals are accountable for performing the work for a client and exceeding client expectations during engagements. They work under the general supervision of an ...

http://www.bswllc.com/staff-and-senior-financial---operational-risk-management
Audit Staff and Seniors :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Audit Staff and Seniors Job Summary Qualified candidates should be seeking to be part of a continually growing firm, looking for an opportunity to work with our small to mid-market clients by assuming true in-charge responsibilities with significant client contact and seeking the opportunity to ...

http://www.bswllc.com/audit-staff-and-seniors
Operations Management :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Not For Profit
Operations Management Providing operations management services is how our team helps not for profit organizations remain focused on their mission. Maintaining the infrastructure of an organization is an important step in having the foundation necessary to build capacity. ...

http://www.bswllc.com/Operations-Management
Manufacturing :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Manufacturing We provide comprehensive tax, consulting, business planning and financial management services to our manufacturing clients. We can guide you in applying cutting edge industry knowledge to your operations to enhance profitability.

Our experienced professionals understand that ...

http://www.bswllc.com/manufacturing
Wholesale/ Distribution Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Wholesale/Distribution Services We provide specialized assurance and tax services to our wholesale/distribution clients, while our consulting staff offers extensive expertise in software selection.

We advise on the areas that drive your business and find solutions to your challenges while ...

http://www.bswllc.com/wholesale--distribution-services
HOME :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Reducing Insurance Costs

Get the Best Coverage at the Best Price
 Are you paying too much for insurance?  If you're like most companies, the answer is yes, and you are looking for ways to cut costs.  ...

http://www.bswllc.com/
HOME :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staying Compliant
How to Navigate State Sales and Use Tax Laws
If your business has been underpaying its taxes, look out: States are seeking ways to increase their budgets by increasing their sales tax audit activity on companies ...

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Articles :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2009 December Searching for Savings: How to Make the Most of Year-end Tax Planning INTERNET: A quick look in the crystal ball November Managing Your Assets: How a Personal Property Review Can Reduce Your Taxes Solving the Expatriate/Inpatriate Tax Puzzle Business Valuation Update™: Valuing ...
http://www.bswllc.com/articles
A Silver Lining :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
A Silver Lining How to Maximize Your Business and Estate Amid the Economic Storm Interviewed by Meredyth McKenzie, Smart Business Magazine In these current economic conditions, it’s a good time to reassess your tax and estate planning. Whether it is gifting stock and real estate to shore ...
http://www.bswllc.com/A Silver Lining
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Process Improvement How Enhancing Processes Can Help During Recession Interviewed by Meredyth McKenzie, Smart Business magazine
The current economic recession is leading many companies to cut costs by eliminating products or services, reducing the work force and/or scaling back on spending and ...

http://www.bswllc.com/Process Improvement
Managing Your Assets :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Managing your Assets How a Personal Property Review Can Reduce Your Taxes Interviewed by Meredyth McKenzie, Smart Business Magazine With property valuations falling as a result of the economy, now is a perfect time to negotiate a more reasonable value for your business personal property assets.
...

http://www.bswllc.com/managing-your-assets
Articles: The Business of Boards :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Business of Boards How to Treat Your Nonprofit Board like Your For-profit Corporation Interviewed by Kristen Hampshire, Smart Business magazine   Individuals serving as nonprofit board members are not mere placeholders. The
board of directors is the backbone and governing body of the ...

http://www.bswllc.com/The-business-of-boards
Legal :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Legal Terms & Conditions
The following terms and conditions (referred to hereinafter as "Terms and Conditions") govern your use of this website (the "Site"). By accessing, viewing, or using the material on the Site, you indicate that you understand, acknowledge and intend ...

http://www.bswllc.com/legal
Privacy Policy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Privacy Policy Information is the cornerstone of our ability to provide superior service. However, our most important asset is our clients' trust. Therefore, keeping client information secure, and using it only as our clients would want us to, is a top priority for all of us at Brown Smith Wallace, ...
http://www.bswllc.com/privacy-policy
Fraud and Forensic Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Investigation and Quantification Given the extent of our digital society, you need the ability to investigate suspicious activity found on your organization's computers. Information technology (IT) risks range from financial fraud to hackers gaining access to your data.    Our ...
http://www.bswllc.com/fraud-and-forensic-services
Fraud and Forensic Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Detection and Prevention Fraud prevention processes, policies and controls are designed to stop fraud before it occurs. Our fraud and forensic team can design a fraud detection and prevention plan that will help you:    
Segregate ...

http://www.bswllc.com/fraud-and-forensic-services
Construction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Construction Services Brown Smith Wallace provides traditional accounting as well as other professional services tailored to the needs of the construction industry.  The Balanced Scorecard for Contractors, used by Brown Smith Wallace, helps management across all aspects of the construction ...
http://www.bswllc.com/construction
Articles :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Featured Articles A Watchful Eye:  How To Prevent Fraud at Your Company
Donna Smith, CPA/ABV/CFF, ASA, CVA, Cr. FA and Don Mitchell Building Wisely:  How Construction Audits Can Help Control Project Costs
Dale Helle, Construction Audit Practice Leader Time for a Business Health Checkup ...

http://www.bswllc.com/articles
The business boards :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Business of Boards How to Treat Your Nonprofit Board Like Your For-Profit Corporation Interviewed by Kristen Hampshire, Smart Business Magazine Individuals serving as nonprofit board members are not mere placeholders. The board of directors is the backbone and governing body of the ...
http://www.bswllc.com/The business boards
Campus Recruiting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Campus Recruiting Brown Smith Wallace has a unique and successful intern program. We look for candidates who want to be with us beyond an internship, as a potential full-time employee. We welcome the opportunity to meet students interested in Brown Smith Wallace and their faculty.  We enjoy ...
http://www.bswllc.com/campus-recruiting
In The News :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Brown Smith Wallace Difference page 1-2   page 3-4
  Brown Smith Wallace builds niche services Brown Smith Wallace builds niche services reprint By Evan Binns Doerr named member-in-charge of tax at BSW
By Evan Binns Brown Smith Wallace merges benefits unit with Highland firm
By ...

http://www.bswllc.com/in-the-news
St. Charles Location :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
... and the surrounding communities. Local expertise in tax and accounting, audit and assurance, ...
http://www.bswllc.com/st--charles-location
St. Louis Location :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
St. Louis Office (Creve Coeur) Brown Smith Wallace LLC
1050 N. Lindbergh Blvd.
St. Louis, MO 63132

314.983.1200 phone
888.279.2792 toll free
314.983.1300 fax   Driving Directions From Lambert Airport Take I-70 West to the US-67/Lindbergh Blvd. exit (Exit number 235A-B). Travel ...

http://www.bswllc.com/st--louis-location
Financial Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Financial Services Financial services organizations are facing unique challenges, such as new and complex regulations, increased risks and a volatile market that requires new and progressive products. While financial institutions continue to cut costs, re-evaluate asset values and manage the ...
http://www.bswllc.com/financial-services
Private Companies :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Robin Bell
CPA
Tax Services
314.983.1217
rbell@bswllc.com Anthony J. Caleca
CPA
Audit & Review
314.983.1267
tcaleca@bswllc.com

http://www.bswllc.com/private-companies
RECESSION SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Recession Services The market correction we are now experiencing can be a golden opportunity for you to gain a sustainable competitive edge.  It is the perfect time to reassess and recommit to your goals, refine your internal processes, improve products and services and strengthen your balance ...
http://www.bswllc.com/recession-services
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Specialized Internal Audits Companies often look to third party service providers to bring experience and expertise to address risks unique to their organizations. The depth and breadth of our professionals and client base has allowed us to develop specialized skills in a number of different areas ...
http://www.bswllc.com/internal-audit
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Computer Assisted Auditing / Continuous Monitoring Solutions At Brown Smith Wallace, we have had significant success in integrating data analysis tools (computer assisted audit techniques) into our audit approach. These tools allow us to be more efficient and effective in our audit approach for ...
http://www.bswllc.com/internal-audit
Internal Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
International Audit Assistance Brown Smith Wallace is a member of Moore Stephens North America, Inc. and Moore Stephens International Limited. The Moore Stephens network is now one of the leading international accounting and consulting groups outside the Big Four, comprising approximately 600 ...
http://www.bswllc.com/internal-audit
Sarbanes-Oxley Assistance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Program Management and Quality Assurance We can help you complete Sarbanes-Oxley projects on time, within budget and up to the expectations of key stakeholders (e.g., management, the audit committee and your external auditors). We provide dedicated project planning and management oversight. This ...
http://www.bswllc.com/sarbanes-oxley-assistance
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Health CheckupTM To help companies looking to strengthen their financial position, Brown Smith Wallace has developed the Business Health CheckupTM. Our tool provides companies with an assessment that identifies opportunities for cost control and reduction, process improvement, tax and ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Customer Analysis A careful review of your clients and customers can unearth opportunities to improve profitability and mitigate risk. You can also evaluate direct and indirect purchasers of your products and services - including your customers’ clients. The financial health of your customers ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Contract Review Companies need a clear understanding of their most significant vendor relationships and any leases.  It is not uncommon for companies to receive charges inconsistent with the terms of their agreements.  In addition, management is often unaware of incentives and other ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Expense Reduction Analysis We can perform an in-depth analysis across the enterprise that can produce significant cost savings. Our experts examine your purchasing processes and policies, vendor strategies, contracts, shipping, transportation and utility costs to identify opportunities for ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Health Insurance Analysis Our health insurance analysis evaluates programs from a coverage and cost effectiveness perspective while considering the potential for a captive insurance program.  For this analysis, we use information gathered through interview and reviews of  insurance ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Lease Analysis Companies spend a considerable amount of money on leases and other related costs. The amounts owed under these lease contracts can involve complex arrangements, including allocation of common area maintenance charges and other lease costs. The objective of a lease analysis is to ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Travel and Expense Account Review You may find opportunities to reduce travel costs by tightening policies, renegotiating arrangements with travel partners and enabling employees to utilize technology. Some travel policies have historically allowed employees to choose more costly options such as ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Telecommunication Review We can help you realize savings in infrastructure expenses and capital costs by delivering integrated data and voice services to your employees' desktop.  With a change in the architecture of the network and the bundling of services together, you could realize a cost ...
http://www.bswllc.com/cost-control-and-reduction
Cost Control and Reduction :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Self-Insurance Review When companies are self insured, they typically outsource the administration of their health plan to a third party administrator (TPA). While these TPAs often receive SAS 70s, we have frequently found claims processed inaccurately or in some large cases, resolved ...
http://www.bswllc.com/cost-control-and-reduction
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Retirement Plan Fiduciary Assessment Plan sponsors are required by law to understand and fulfill fiduciary responsibilities owed to their retirement plans. Failure to adopt fundamental practices can result in regulatory intervention and potentially significant personal liability for plan ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Health CheckupTM To help companies looking to strengthen their financial position, Brown Smith Wallace has developed the Business Health CheckupTM.  Our tool provides companies with an assessment that identifies opportunities for cost control and reduction, process improvement, tax ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Process Assessment and Redesign As companies grow, needs change and processes must be adjusted to support the expanding business. Far too often these changes are made in a patchwork manner and result in processes that are costly, inefficient or ineffective in meeting the company's needs. ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Duplicate Payment Review As companies grow and transaction volumes increase, the risk associated with making duplicate payments to vendors also becomes more viable. The underlying causes for this often include multiple vendor accounts, not having system controls to identify potential duplicate ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Enterprise Risk Assessment Enterprise risk management (ERM) is the process of planning, organizing, leading and controlling the activities of an organization in order to minimize the effects of risk on an organization's capital and earnings. Enterprise risk management expands the process to include ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Prevention, Detection and Quantification During depressed economic conditions, we see an increase in embezzlement. If management suspects fraud, we can investigate and quantify the fraud and determine the magnitude of any losses. On a proactive basis, we help your company perform fraud risk ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Human Resources Communications Consulting We can develop reduction in force (RIF) communications, provide adverse impact analyses and assist in preparing layoff criteria/analyses.
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Insurance/Risk Management Design and Evaluation We perform a complete review of the insurance program in place at your organization.  It is our goal to be able to streamline coverages and save premium dollars.  The most expensive and vulnerable insurance coverages are workers' ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Internal Control Evaluation COSO defines internal control as a process, effected by an entity’s board of directors, management and other personnel, designed to provide reasonable assurance regarding the achievement of objectives in the following categories: Effectiveness and efficiency ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Organizational Review We assess the current performance and development plans for professional staff.
http://www.bswllc.com/process-improvement
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Tax Act Reviews During current economic conditions, companies should be fully utilizing any new tax regulations that could have a positive impact on their tax planning and cash flow. Brown Smith Wallace can help you utilize the benefits of the 2008 Tax Act, which gives businesses the opportunity to ...
http://www.bswllc.com/tax-and-estate-planning
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Performance Management/Scorecarding Our Performance Management/Scorecarding Reviews define the processes, methodologies and technologies organizations use to monitor, analyze and plan business performance.
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Revenue Leakage Assessment This service focuses on evaluating your company's revenue processes from the time the order is given to the time the cash is received.  This helps to identify areas where your company may not be realizing all of its potential revenue. Opportunities often exist where ...
http://www.bswllc.com/process-improvement
Process Improvement :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Talent Management Assessment These assessments are designed to help evaluate and recommend necessary changes to a company's approach to attracting, retaining and motivating management and employees. These assessments focus on the following areas: Organization structure – do the right ...
http://www.bswllc.com/process-improvement
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Benefiting from Operating Losses - Quick Refunds Based on current economic circumstances, your company can possibly generate unexpected cash flow from prior year income taxes and, if planned properly, can file for Quick Refunds. If your company is anticipating a net operating tax loss for the year, ...
http://www.bswllc.com/tax-and-estate-planning
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Health CheckupTM To help companies looking to strengthen their financial position, Brown Smith Wallace has developed the Business Health CheckupTM.  Our tool provides companies with an assessment that identifies opportunities for cost control and reduction, process improvement, tax ...
http://www.bswllc.com/tax-and-estate-planning
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Estimate Income/Long-Term Planning  Brown Smith Wallace can help you be more precise with your tax estimates, which can help you, your company and your management team reduce the amount of tax being paid in estimates and help your officers/management plan for their individual tax returns.
http://www.bswllc.com/tax-and-estate-planning
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Gifting/Succession Planning The current economic conditions make this an opportune time for you to take advantage of gifting shares of closely held company stock to the next generation of owners. It is also a good time to consider gifting shares of stock held in investment portfolios to the next ...
http://www.bswllc.com/tax-and-estate-planning
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
State and Local Tax Planning Brown Smith Wallace has the expertise to make sure your organization is utilizing the various advantages different state and local tax jurisdictions are offering.
http://www.bswllc.com/tax-and-estate-planning
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Financial Analysis and Structuring

http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Asset Quality Review During distressed times your business may have a tendency to look beyond your asset base and focus on short term initiatives, primarily sales and cutbacks. As a result, your asset base could deteriorate. Therefore, it is prudent to review and analyze your company's balance ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Retirement Plan Design/Redesign You and your business are unique, therefore you should not settle for an off-the-shelf retirement plan. At Benefit Plans Plus, an affiliate company of Brown Smith Wallace, LLC, we custom design retirement plans based on your unique demographics, financial resources ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Valuation If your company is taking advantage of acquiring distressed companies, you will need to allocate its purchase price among the acquired assets. We can help you perform the required FAS 141 valuation. If you are a small business owner, you may want to gift shares in the company to ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Business Health CheckupTM To help companies looking to strengthen their financial position, Brown Smith Wallace has developed the Business Health CheckupTM.  Our tool provides companies with an assessment that identifies opportunities for cost control and reduction, process improvement, tax ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Captive Insurance Company Analysis Performing a captive insurance company analysis will assure your captive meets the criteria to qualify as a captive insurance company for tax purposes.  We can analyze the necessary areas to determine your qualifications or determine what steps should be ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Debt and Capital Structure Evaluation In this distressed time, Brown Smith Wallace can evaluate your financials to assure you that your company is remaining strong and is not overleveraged.  You want a capital base that is sufficient to fund and/or obtain credit to fund your future operations. ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Investigation During depressed economic conditions, we have seen increased embezzlement. If management suspects fraud, we can investigate and quantify the magnitude of any such fraud.
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Goodwill Impairment Review With depressed economic times, the value of previously acquired goodwill may decrease. If that fair value decreases below its recorded value, a charge against earnings must be taken. Alternatively, if your company is publicly traded and already seeing a drop in its share ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Merger and Acquisition Opportunities Even during distressed times there are business opportunities that arise. Often, as companies weaken, opportunities arise relative to a merger or acquisition. This is generally a great way to acquire marketshare and good people that may not otherwise be ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Troubled Debt Restructuring When companies get financially stressed, they generally become overleveraged and begin to get pressure from their lenders. As a result of this pressure, the company may be put in the special assets group of the bank (workout). Once the company is assigned to this ...
http://www.bswllc.com/financial-analysis-and-structuring
Financial Analysis and Structuring :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Working Capital Review Working capital is one of the lifelines of your company. It is important that a company understand its working capital needs and the dynamics of its components. An analysis of working capital should be made over several year ends as well as month to month for at least a ...
http://www.bswllc.com/financial-analysis-and-structuring
IT Security & Privacy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The communication and commerce of the business world are highly integrated with technology which has led to a need for information security to protect business activities, technology and corporate data.  IT security threats, vulnerabilities and data exposures challenge every ...
http://www.bswllc.com/it-security-and-privacy
IT Security & Privacy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Information Security Services Security & POur team of highly experienced information security professionals will examine your critical business systems and determine the level of exposure you have to internal and external threats. We provide a wide array of IT security services listed below ...
http://www.bswllc.com/it-security-and-privacy
IT Security & Privacy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cybercrime and Computer Forensic Services Approximately 90 percent of U.S. companies are involved in litigation. A critical component in virtually every internal investigation or litigation matter is computer data. In order to utilize this data, it must be properly preserved, collected, ...
http://www.bswllc.com/it-security-and-privacy
RECESSION SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Bill Willbrand
CPA
Business Services
636.754.0200
wwillbrand@bswllc.com Barry Worth
CPA
Mergers and Acquisitions
314.983.1202
bworth@bswllc.com

http://www.bswllc.com/recession-services
IT Security & Privacy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Data Privacy Services Information is pervasive within a business, and managing information flow inside and outside of the organization requires special attention. Businesses may face potential litigation and/or operational and compliance issues if sensitive information is not properly protected. ...
http://www.bswllc.com/it-security-and-privacy
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Anne M. Ritter, CPA Manager, Tax Services
St. Charles
636-754-0209
aritter@bswllc.com

http://www.bswllc.com/our-team
Tax and Estate Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Robin Bell
CPA
Tax Services
314.983.1217
rbell@bswllc.com Bill Willbrand
CPA
Business Services
636.754.0200
wwillbrand@bswllc.com

http://www.bswllc.com/tax-and-estate-planning
Product/Services Campaign 2009 :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Positioning Your
Organization
For Financial Health

Identifying Savings Opportunities
To Reduce Taxable Property ...

http://www.bswllc.com/Product/Services Campaign 2009
Fraud and Forensic Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Fraud and Forensics Services The pervasiveness and cost of corporate fraud, employee misappropriation of assets and financial statement abuse is a huge problem in American business today. Because of the nature of corporate fraud, companies need experts specifically trained in fraud and forensics ...

http://www.bswllc.com/fraud-and-forensic-services
State and Local Tax (SALT) - Manager :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
  State and Local Tax- Emphasis Sales Tax-Manager Job Summary Individual would be responsible for delivering a full range of tax planning, consulting and compliance services to clients and would work closely with staff on all phases of project and engagement management for multiple clients. ...
http://www.bswllc.com/state-and-local-tax-(salt)---manager
Insurance Management :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Insurance Management Services  Brown Smith Wallace can help your organization obtain the most cost-effective risk protection available. We have been engaged by companies across various industries and have found savings and coverage enhancements for every one.  We help you understand ...
http://www.bswllc.com/insurance-management
Links :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Bodybuilding - Fitness Directory Yoy-search.com - a convenient interface to ten types of search. Online Medical Information - Medmark is a great site for healthcare students and professionals seeking online information, links, journals and other resources on many health and medicine subjects. ...
http://www.bswllc.com/reciprocal-links
Press Releases :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
December Brown Smith Wallace Offers Free Mentoring to Local Start-Ups November Donna Beck Smith of Brown Smith Wallace Tapped as
Finalist in International Stevie® Awards for Women in Business May Martin Doerr Joins Brown Smith Wallace as Member-in-Charge of Tax Services

National Retail ...

http://www.bswllc.com/press-releases
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Martin M. Doerr, CPA Member, Tax Services
314.983.1350
mdoerr@bswllc.com  

http://www.bswllc.com/our-team
INSURANCE SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
... provide a full range of specialized insurance audit, tax and accounting services to the industry. ...
http://www.bswllc.com/Insurance-Services
Independent Insurance Consulting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Insurance Plan Review Many organizations are overpaying for insurance. Some don't have the time or expertise to perform their own insurance plan review to determine the appropriate insurance cost and coverage.  Our independent insurance plan review helps you evaluate your options in order to ...
http://www.bswllc.com/independent-insurance-consulting
Insurance Health Checkup :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
To request a Insurance Health CheckupTM from the experts of Brown Smith Wallace LLC please complete the form below and we will contact you shortly.
http://www.bswllc.com/Insurance Health Checkup
Accounting Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Accounting is an essential function for any business.  Companies of all sizes have embraced the outsourcing of accounting services due to its proven and significant benefits.  If you are concerned that managing business accounting functions will come at the expense of your customer ...
http://www.bswllc.com/accounting-services
Accounting Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Federal, State & Local Tax Reporting Form W-2 Preparation   Form 1099 Preparation Federal/FICA Deposits State Withholding/Unemployment   Payroll ...
http://www.bswllc.com/accounting-services
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Pam A. Huelsman Manager, Tax Services
314.983.1392
phuelsman@bswllc.com  

http://www.bswllc.com/our-team
Virtual Tech Fair Intern :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Virtual Tech Fair Intern   Job Summary The Consulting Group of Brown Smith Wallace is seeking a Virtual Tech Fair Intern. The main responsibilities are marketing, designing, emailing, maintaining vendors, website duties, and coordinating the virtual event. More specifics of the duties are ...
http://www.bswllc.com/Virtual-Tech-Fair-Intern
Staff Accountant/ Full Service Bookkeeper :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staff Accountant/ Full Service Bookkeeper Basic Function Successful candidate will be responsible for payroll taxes, sales/use tax, monthly financial statements, reconciling general ledger and account analysis for a variety of clients. Experience Demonstrated ability in: General ledger ...
http://www.bswllc.com/Staff-Accountant-Full-Service-Bookkeeper
Recpetionist :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Recpetionist Job Purpose Serves visitors by greeting, welcoming, and directing them appropriately; notifies company personnel of visitor arrival; maintains security and telecommunications system. Enhances effectiveness by providing information management support. Duties Produces information by ...
http://www.bswllc.com/Recpetionist
Business Health Checkup :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
... a round table with Worth; Bill Willbrand, member, tax and accounting; Robin Bell, member, tax and accounting; and Ted Flom, member, risk services. How can a market correction actually help ...
http://www.bswllc.com/Articles-Business-Health-Checkup
Business Health Checkup :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Robin Bell
CPA
Member, Tax Services
314.983.1217
rbell@bswllc.com

http://www.bswllc.com/Articles-Business-Health-Checkup
Articles: Be Prepared :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Robin Bell
CPA
Member, Tax Services
314.983.1217
rbell@bswllc.com

http://www.bswllc.com/Be-Prepared
Articles: Secure Information :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Secure Information How to Ensure Your Company's Information is as Safe and Secure as Possible Interviewed by Kristen Hampshire, Smart Business magazine Fraud will never happen at your company, right? You have passwords, antivirus
software, even a dedicated IT staff that manages this portion of ...

http://www.bswllc.com/Articles-Secure-information
Articles: Planning and Preserving :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Robin Bell
CPA
Member, Tax Services
314.983.1217
rbell@bswllc.com

http://www.bswllc.com/Planning-and-preserving
Article: Plan a Profitable Exit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Plan a Profitable Exit How to Focus and Achieve Your Wealth and Financial Planning Goals Interviewed by Kristen Hampshire, Smart Business Magazine Many baby boomers are now ready to taper off, slow down, travel and do all those things that have been on the back burner for the last 30 years. Often ...
http://www.bswllc.com/Plan-a-profitable-exit
Article: Plan a Profitable Exit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Barry Worth
CPA/ABV, CVA, CM&AA
Member, Mergers and Acquisitions
314.983.1202
bworth@bswllc.com

http://www.bswllc.com/Plan-a-profitable-exit
Moore Stephens :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Moore Stephens The number of regulations, laws and polices that you have to follow in this global marketplace is tremendous. You need guidance on diverse issues in diverse markets. It’s virtually impossible for one firm to have all the answers you need. That’s why we are an independent ...
http://www.bswllc.com/Moore-Stephens
Moore Stephens :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
  Chris Menz
CPA
Business Development
314.983.1227
cmenz@bswllc.com
Martin M. Doerr
CPA
Tax Services
314.983.1350
mdoerr@bswllc.com

http://www.bswllc.com/Moore-Stephens
Articles: A Watchful Eye :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
A Watchful Eye How to Prevent Fraud at Your Company Interviewed by Meredyth McKenzie, Smart Business magazine
The recession has led to an increase in fraud perpetrated on businesses. For example, identity theft has become more common, with employees taking images of customer credit cards or ...

http://www.bswllc.com/A-watchful-eye
Articles: A Watchful Eye :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Don Mitchell
CPA/CFF,CFE
Member, Audit and Review
314.983.1248
dmitchell@bswllc.com

http://www.bswllc.com/A-watchful-eye
Articles: Building Wisely :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Building Wisely How Construction Audits Can Help Control Project Costs Interviewed by Meredyth McKenzie, Smart Business Magazine Construction projects are typically among the largest, most complex financial expenditures companies undertake. They can be time consuming and expensive, with most ...
http://www.bswllc.com/Building-wisely
Benefits Specialist :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Benefits Specialist - Highland, IL Basic Function Successful candidate will be responsible for day-to-day functions of administering Medical Reimbursement Accounts offered under the Cafeteria 125 Plans of various clients within performance standards and service objectives. Experience Demonstrated ...
http://www.bswllc.com/benefits-specialist
Tax Acccountant, Experienced :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Experienced Tax Accountant Basic Function Successful candidate will be experienced in preparing state and local income tax returns using ProSystems tax software. Experience Demonstrated ability in: Preparation of federal, state and local income tax returns Preparation of large C ...
http://www.bswllc.com/tax-accountant-experienced
Experience Tax Accountant :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Experienced Tax Accountant Basic Function Successful candidate will be experienced in preparing state and local income tax returns using ProSystems tax software. Experience Demonstrated ability in: Preparation of federal, state and local income tax returns Preparation of large C Corp ( ...
http://www.bswllc.com/experienced-tax-accountant
Construction Audit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Construction Audit  There are three tangible benefits our construction audit experts can bring to project owners.  ROI, savings and lower risk.  By performing a construction audit, we help you achieve these benefits by making sure you properly assess change orders and other issues ...

http://www.bswllc.com/construction-audit
Cost Segregation :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cost Segregation Cost segregation is the process of placing costs associated with a purchased, constructed, renovated or expanded facility into their proper asset depreciation range for federal income tax purposes. For instance, when constructing a new building or undergoing major remodeling, it ...
http://www.bswllc.com/cost-segregation
Cost Segregation :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Martin M. Doerr
CPA
Tax Services
314.983.1350
mdoerr@bswllc.com Robin Bell
CPA
Tax Services
314.983.1217
rbell@bswllc.com Cathy Goldsticker
CPA
Tax Services
314.983.1274
cgoldsticker@bswllc.com

http://www.bswllc.com/cost-segregation
Understanding Nexus :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Understanding Nexus How to Prevent Audit Surprises and Minimize State Taxes Interviewed by Meredyth McKenzie, Smart Business Magazine Due to current tough economic times and budget shortfalls, state taxing authorities are becoming more aggressive in identifying and collecting tax revenue.

...

http://www.bswllc.com/Understanding Nexus
Understanding Nexus :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Martin M. Doerr, CPA Member, Tax Services
314.983.1350
mdoerr@bswllc.com

http://www.bswllc.com/Understanding Nexus
Understanding Nexus :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Pam A. Huelsman Manager, Tax Group
314.983.1392
phuelsman@bswllc.com

http://www.bswllc.com/Understanding Nexus
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jenna R. Kerwood, CMI Principal, Property Tax Services
314.983.1360
jkerwood@bswllc.com  

http://www.bswllc.com/our-team
Seasonal Tax Professional :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Seasonal Tax Professional Basic Function Successful candidate will be experienced in preparing state and local income tax returns using ProSystems tax software. Experience & Education We are currently seeking temporary tax season professionals to join our team. Candidates should have a BS/BA ...
http://www.bswllc.com/Seasonal Tax Professional
Staff Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staff Auditor Job Summary Our Staff Auditor role will work under the supervision of experienced senior professionals in our St. Louis office. The Staff Auditor is expected to develop, technical skill and judgment relative to accounting principles, working paper and audit procedure techniques, ...
http://www.bswllc.com/Staff Auditor
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Tracey L. Adams Manager, Property Tax Services
314.983.1382
tadams@bswllc.com  

http://www.bswllc.com/our-team
International Tax :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
International Tax Our international tax services range from developing complex multi-national structures to assisting you in developing operations outside the U.S. for the first time. You can benefit from our experience working with clients in more than 30 countries in a variety of capacities. You ...
http://www.bswllc.com/International-Tax
Recovery Mission :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Recovery Mission How Data Analysis Can Identify Where You’re Losing Money Interviewed by Meredyth McKenzie, Smart Business magazine
In this economy, companies are conscious of cutting costs in every possible area. Many, however, may be throwing away money and not even know it.
Duplicate ...

http://www.bswllc.com/Recovery Mission
Cost and Compliance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cost and Compliance How to Assess Your Retirement Plan in this Recession Interviewed by Meredyth McKenzie, Smart Business magazine
During this recession, business owners are concerned with decreasing cash flows. As a result, many are scrutinizing their retirement plans to ensure that ...

http://www.bswllc.com/Cost and Compliance
Staying in the money :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staying in the Money How to Position Your Company for Financing Interviewed by Meredyth McKenzie, Smart Business Magazine The current economy has brought many changes to business, particularly regarding financing. The multiples of cash flow that most banks are lending has decreased ...
http://www.bswllc.com/Staying in the money
A Silver Lining :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
  Member, Tax Services
314.983.1217
rbell@bswllc.com

http://www.bswllc.com/A Silver Lining
Controlling Costs :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
... stronger position,” says Bill Willbrand, member, tax and accounting, Brown Smith Wallace LLC. ... 983-1294 or tflom@bswllc.com. Bill Willbrand is a tax and accounting member of Brown Smith Wallace ...
http://www.bswllc.com/Constrolling Costs
What's your risk exposure :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
What’s Your Risk Exposure? How Proactive Detection and Prevention Can Help You Mitigate Fraud Interviewed by Kristen Hampshire, Smart Business Magazine No company is immune to internal fraud. Organizations that take a wait and see approach risk severe financial damage. The fact is that ...
http://www.bswllc.com/What's your risk exposure
Articles: Be Prepared :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Be Prepared Tangible Ideas for Planning and Mitigating Tax Consequences Interviewed by Kristen Hampshire, Smart Business magazine New Year’s Day may be a great time to start a new diet and set fresh goals for personal growth, but it’s a little late for reflection and goal setting in ...
http://www.bswllc.com/Be-Prepared
The value of a valuation :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
The Value of a Valuation How to Enlist an Expert to Perform Fair Value Measurements Interviewed by Kristen Hampshire, Smart Business Magazine Business owners and executives who do not allot the time and budget for valuations could suffer unexpected consequences, including tax penalties and ...
http://www.bswllc.com/The value of a valuation
Coaching the coach :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Coaching the coach How CEO Coaching Helps Company Leaders Ignite Organizational Change Interviewed by Kristen Hampshire, Smart Business Magazine Sometimes, even the coach needs coaching. CEO coaching is an integral step to change an organization for the better. After all, change must ...
http://www.bswllc.com/Coaching the coach
Capturing Insurance :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
‘Capturing’ Insurance How Captive Insurance Companies Can Offer Specialized Coverage and Savings Interviewed by Kristen Hampshire, Smart Business Magazine One size does not fit all in the world of insurance coverage. The commercial market provides packaged programs that work ...
http://www.bswllc.com/Capturing Insurance
Cost or benefit :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cost or Benefit? How to Understand and Prepare Your Business For Today’s New Audit Standards Interviewed by Kristen Hampshire, Smart Business Magazine How well do you really know the business processes that are driving forces behind your financial statements? Your organization has ...
http://www.bswllc.com/Cost or benefit
Searching for Savings :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Searching For Savings How to Make the Most of Year-End Tax Planning Interviewed by Meredyth McKenzie, Smart Business Magazine As business owners search for ways to save money while conducting their year-end tax planning, uncovering deductions is frequently a path to follow. But if you’re ...
http://www.bswllc.com/Searching for Savings
Searching for Savings :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cathy Goldsticker, CPA Member, Tax Services
314.983.1274
cgoldsticker@bswllc.com

http://www.bswllc.com/Searching for Savings
Property Tax :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Property Tax Services Property taxes are one of the largest recurring operating expenses associated with owning tangible assets.  Business owners are often unaware of what item or costs are taxable, what items are being assessed or how their property is valued.  Understanding these ...

http://www.bswllc.com/Property-Tax-Services
Property Tax :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jenna Kerwood
CMI
Property Tax Services
314.983.1360
jkerwood@bswllc.c.om

Martin Doerr
CPA
Member in Charge
314.983.1350
mdoerr@bswllc.com

http://www.bswllc.com/Property-Tax-Services
Supervisor/Manager, Financial Advisory Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Supervisor/Manager, Financial Advisory Services Our Financial Advisory Services Group is looking for a full-time Supervisor/Manager to join our team of professionals. Specific Responsibilities Include: Provides day-to-day oversight on engagements with strong project management  ...
http://www.bswllc.com/Supervisor/Manager, Financial Advisory Services
Reducing insurance costs :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Reducing Insurance Costs How to Get the Best Insurance Coverage at the Best Possible Price Interviewed by Kristen Hampshire, Smart Business Magazine  Are you paying too much for insurance? If you’re like most companies, the answer is yes, and you are looking for ways to cut those ...
http://www.bswllc.com/Reducing insurance costs
Property Tax Accountant :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Property/ Sales & Use Tax Accountant Our Property/ Sales & Use Tax Accountant will work under the supervision of experienced senior professionals in our St. Louis office. The Accountant is expected to develop technical skills and judgment relative to property and sales & use tax areas ...
http://www.bswllc.com/property-tax-accountant
Get Smart :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Get Smart How to Capture Key Data and Automate Processes to Boost Profits Interviewed by Kristen Hampshire, Smart Business Magazine Business intelligence is a top technology initiative today for most organizations.

The ability to immediately access data pertaining to finance and cost ...

http://www.bswllc.com/Get Smart
Not-For-Profit Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Not-For-Profit Auditor Job Summary Our Not-For-Profit Auditor role will work under the supervision of experienced senior professionals in our St. Charles office. The Not-For-Profit Auditor is expected to have technical skills; judgment relative to accounting principles, working paper and audit ...
http://www.bswllc.com/Not-For-Profit Auditor
NOT FOR PROFIT SERVICES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Brown Smith Wallace has an impressive set of capabilities in the not for profit sector.  Our specialized practice provides organizations with not for profit audit, not for profit tax, not for profit accounting and consulting services that address the unique financial, operational and ...
http://www.bswllc.com/not-for-profit-services
Not For Profit Audit Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our approach to performing a not for profit audit is to have an in-depth understanding of your organization.  This encompasses understanding the information you utilize to operate and manage your mission.  As your auditor and business advisor, we are aware of the circumstances, conditions ...
http://www.bswllc.com/not-for-profit-audit-services
Historic Tax Credits :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Les Block
CPA, PFS
Historic Tax Credit Services
314.983.1252
lblock@bswllc.com Ann Holtshouser
CPA
Historic Tax Credit Services
314.983.1277
aholtshouser@bswllc.com Martin Doerr
CPA
Member in Charge
314.983.1350
mdoerr@bswllc.com    

http://www.bswllc.com/historic-tax-credits
Historic Tax Credits :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Redevelopment provides cultural and aesthetic benefits to communities.  The redevelopers, however, may be unaware of the financial incentives that support these efforts. The most significant tax incentives redevelopers are eligible for are the 20% tax credit provided by the U.S. federal ...
http://www.bswllc.com/historic-tax-credits
Conducting IT Strategy :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Conducting IT Strategy How to Get Your IT in Concert With Your Goals Interviewed by Kristen Hampshire, Smart Business Magazine Technology is a fantastic tool that should enable you to run your business more effectively and efficiently. But if your technology isn’t helping you achieve ...
http://www.bswllc.com/Conducting IT Straegy
IT Advisory Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

IT Advisory Services Technology must provide efficient access to information to help management make better, faster decisions. Brown Smith Wallace’s IT advisory team has the extensive experience and  technical knowledge to help your company link its technology to business goals ...

http://www.bswllc.com/IT-advisory-services
IT Advisory Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our IT advisory services team is comprised of certified, senior-level professional staff with extensive backgrounds in business consulting, technology, and process improvement. For an IT advisory assessment, contact us today. Read a Smart Business St. Louis interview with Tony Munns, IT Advisory ...
http://www.bswllc.com/IT-advisory-services
IT Advisory Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Technology Strategy We work to develop a proactive IT strategy that integrates with your specific business goals to create an ideal balance of effectiveness, efficiency and innovation. We also design a governance framework for roles and responsibilities, IT practices and risk avoidance. ...
http://www.bswllc.com/IT-advisory-services
Strategic Planning :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Not For Profit Strategic Planning
 
In today's economic environment, it is more important than ever for not for profit organizations to refine, or even redefine, their mission. It is important to understand and communicate for whom they provide value, and how that value is ...

http://www.bswllc.com/strategic-planning
Newsletters and Alerts :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2010 March/April

Law of Unintended Consequences: The Uncertain State of the Estate Tax Will The Hire Act Benefit Your Business?  

http://www.bswllc.com/newsletters-and-alerts
Salt Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
SALT REVIEW A Brown Smith Wallace SALT review is designed to help you assess your current state and local tax posture and identify tax savings opportunities.  We can provide advice on a full range of income/franchise, sales/use, and property taxes.  Our knowledgeable and ...
http://www.bswllc.com/SALT-review
Salt Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Read More Understanding Nexus
How to Prevent Audit Surprises....   Managing Your Assets
How a Personal Property Review ...  Staying Compliant  
...

http://www.bswllc.com/SALT-review
Not for Profit Outsourcing :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Not For Profit Outsourcing Not for profit organizations are no different than any other company when it comes to the ebb and flow of the business cycle. Additional programs, the loss of key staff members and budgetary issues are just a few aspects of your operations that may make outsourcing ...
http://www.bswllc.com/Not-For-Profit-Outsourcing
Our Team :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Susan C. Nunez, LL.M, JD Principal, Tax Services
314.983.1215
snunez@bswllc.com  

http://www.bswllc.com/our-team
PCI-Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
PCI COMPLIANCE REVIEW As a PCI certified approved scanning vendor (ASV) and qualified security assessor (QSA), the Brown Smith Wallace team of experienced information security professionals can help your business become compliant with the PCI Data Security Standard by performing: PCI ...
http://www.bswllc.com/pci-review
PCI Compliance Primer :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
PCI Compliance How to adhere to Payment Card Industry Data Security Standards Interviewed by Kristen Hampshire, Smart Business Magazine  As consumers rely more on debit and credit cards as opposed to cash, merchants are facing increased risk exposures if they don’t have proper ...
http://www.bswllc.com/PCI Compliance Primer
PCI Compliance Primer :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Ron Schmittling, CPA/CITP, CISA, CIA, QSA Security and Privacy Practice Leader
314.983.1398
rschmittling@bswllc.com

http://www.bswllc.com/PCI Compliance Primer
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Mike Abbene, V.P./CIO-Retired
Arch Coal “We were extremely pleased with our enterprise information security risk assessment performed by Brown Smith Wallace. They identified several different areas that were at risk, and developed the foundation to increase control of our information ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Mark C. Dougherty, Director, Information Services
Distribution Management, Inc.
“The security team at Brown Smith Wallace has been extremely helpful in providing us a roadmap to PCI compliance. They have listened, been proactive and pragmatic. A key element in our relationship is getting ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Charlie Gallagher, President, Charlie Gallagher, Sr., Chairman, and Dave Breen, CFO, United Fruit and Produce Company Inc. “Brown Smith Wallace provides us with a wide variety of professional advice and assistance on both company and personal financial issues, including estate planning, tax ...
http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jim Millman, President
Hamilton Metals “When I consulted with Brown Smith Wallace about my individual taxes, they pointed out a recent technical development that applied directly to my individual situation and as a result were able to reduce my overall tax liability. They also reviewed my ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Paul Janerico, Vice President, Internal Audit
Independence Holding Company “Brown Smith Wallace provides us with detail-oriented, user friendly service as our outsourced internal audit provider. They’ve been very helpful in enhancing our controls with their internal control and ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Sherry Meeks, VP-Internal Audit Manager
Integra Bank N.A. “Brown Smith Wallace’s IT security professionals helped the bank enhance our control over technology with proactive advice, attention to scope and budget with insights into best practices."

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jim Cali, Director of Internal Audit
Metro “I love the responsiveness and insurance knowledge that Brown Smith Wallace brings to us. We have had a very experienced, well qualified team from the start. Unlike other situations, we don’t have to train their staff in how to audit our ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Thomas G. Granneman, Corporate VP and Controller
Ralcorp Holdings, Inc. “We originally hired Brown Smith Wallace to audit our benefit plans because they offered a lower price point than our Big Four firm. Very quickly, we began to understand that the quality they offered was higher than what ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
John Schneiderhahn, President
Rommex Enterprises, dba Aqua World “I have worked with Brown Smith Wallace for years because they understand my needs and my business. I was even more impressed when I was subject to a Missouri Sales Tax Audit. Due to their high level of expertise, the ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Hans Wiemann
Executive, Investor, Real Estate Operator “Brown Smith Wallace provides me with very attentive, quality service. With all my endeavors, my tax situation is very complicated, but they keep it simple for me. I’m an entrepreneur, not a tax expert. Their advice and assistance ...

http://www.bswllc.com/Testimonials
Government Audit and Consulting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
To work with a government advisory team that has extensive experience working with federal, state and local government in developing, enhancing and directing a variety of risk based government projects, contact Ron Steinkamp, CPA, CIA, CFE for your risk assessment today.
http://www.bswllc.com/Government-Audit-and-Consulting
Product/Service Campaigns :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Providing Independent
Wealth Planning
Don't Exit Without A
Well Mapped Direction  
Providing Sustainable
Valuations  
...

http://www.bswllc.com/product-service-campaigns
Improved financial analysis from more efficient monthly closings
Industry: Construction - Regional Heavy and Highway Construction
Revenue: $300 million Challenge
A major leader in construction was concerned with the time and resource requirements needed for monthly financial statements. Information was extracted from a General Ledger system, manually entered ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=2
Duplicate vendor payments were costing the company millions
Industry: Service, Restaurant
Revenue: 1 billion + 

Challenge
A national restaurant chain called upon Brown Smith Wallace for our specialized data analysis expertise to help identify and recoup funds related to duplicate payments made over a two year period. More than 500,000 ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=3
Captive provides contractor with significant annual savings plus . . .
Industry:  Contractor
Revenue: Multi-billion Challenge
A multi-billion dollar contractor was looking for ways to cut costs and improve profitability in light of recent economic conditions.  Brown Smith Wallace helped it establish a captive insurance company.  We advised the company ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=4
From bankruptcy to a $20 million price tag
Industry: Distribution - Manufacturing - Systems
Revenue $50 million Challenge
A distributor and manufacturer of industrial systems filed for bankruptcy as part of a planned change in ownership.  The St. Louis based company started out in distribution but ran into trouble when product ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=5
The parts equal more than the whole
Industry: Manufacturing
Revenue: $1 Million

Challenge
The owner of a manufacturing plant of control systems equipment for large printing presses was approached by interested parties to purchase the company. The company was a very profitable manufacturing business and was also generating ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=6
Turnaround services save family business
Industry:  Distribution
Revenue:  $35 million Challenge
 A 3rd generation family-owned parts distribution business with 36 branches around the country had incurred significant losses due to mismanagement and theft. Solution
After extensive analysis, discussions with vendors, banks ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=10
General American Case Settles for $100 Million
Industry: Investment Banking

Challenge
A $100 million settlement with Goldman Sachs marked the end of the road for litigation over the 1999 collapse of General American Life. The settlement included $30,000 in court costs. The parties arrived at the amount through court-ordered mediation. The ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=12
How to Turn Your Business into Gold
Presented by author Rob Slee, In Search of the Midas Touch, is considered one of the best seminars in the country for private business strategy and value creation.  Join us for continental breakfast at Hilston St. louis Frontenac, 13335 S. Lindbergh.  Call to register 983.1255.
http://www.bswllc.com/events
ACL User Group
Join Jan Beckmann, CPA for the quarterly meeting of the ACL User Group.  Share ideas, meet people in your industry, and gain knowledge.   Complimentary lunch included.  RSVP to Jan at 314.983.1254, jbeckmann@bswllc.com.   
http://www.bswllc.com/events
Automating the Budgeting, Planning & Consolidation Process
Automating the Budgeting, Planning & Consolidation Process Webinar Recommended Audience: CFO’s, Budget Managers, Finance Managers
Session Scenario: Effective planning, forecasting and budgeting are essential to business success. Learn how to make planning, budgeting, and forecasting ...

http://www.bswllc.com/events
Monitoring, Scorecarding & Analytics for the Finance Organization
Monitoring, Scorecarding & Analytics for the Finance Organization Webinar Recommended Audience: CFO’s, Controllers, Finance Managers
Session Scenario: Monitoring and measuring results are key components to any successful business especially during these uncertain economic times. Learn ...

http://www.bswllc.com/events
Business Intelligence for the Manufacturing Industry
Business Intelligence for the Manufacturing Industry Webinar Recommended Audience:
Business Decision Makers (BDM’s) in the Manufacturing Industry Session Scenario:
Learn how to access critical business data and improve the entire decision-making process. See BI solutions delivering faster ...

http://www.bswllc.com/events
Business Performance Management for the Insurance Industry
Business Performance Management for the Insurance Industry Webinar Recommended Audience: Business Decision Makers (BDM’s) in the Insurance Industry
Session Scenario: Understand how to extract and consolidate vital business data from multiple and disparate IT systems into useful business ...

http://www.bswllc.com/events
Why IT should migrate to the newer SQL Server 2005/2008 platform
Why IT should migrate to the newer SQL Server 2005/2008 platform Webinar Recommended Audience: CIO’s, IT Managers and technical decision makers
Session Scenario: Learn about the Microsoft Data Platform vision, and discover how SQL Server 2008 can help deliver next-generation, data-driven ...

http://www.bswllc.com/events
Business Intelligence for the Banking Industry
Business Intelligence for the Banking Industry Webinar Recommended Audience: Business Decision Makers (BDM’s) in the Banking Industry
Session Scenario: Learn the essentials of monitoring and measuring the critical metrics associated with business success in Banking: 1) customer ...

http://www.bswllc.com/events
Beginner ACL Web N Learn Training
Beginner ACL Web N Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate, and advanced levels. ACL representatives ...
http://www.bswllc.com/events
Beginner ACL Web N Learn Training
Beginner ACL Web N Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate, and advanced levels. ACL representatives ...
http://www.bswllc.com/events
Intermediate ACL Web N Learn Training
Intermediate ACL Web 'n' Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate and advanced levels. ACL ...
http://www.bswllc.com/events
Intermediate ACL Web N Learn Training
Intermediate ACL Web 'n' Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate, and advanced levels. ACL ...
http://www.bswllc.com/events
Advanced ACL Web N Learn Training
Advanced ACL Web 'n' Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate and advanced levels. ACL representatives ...
http://www.bswllc.com/events
Advanced ACL Web N Learn Training
Advanced ACL Web 'n' Learn Training ACL has generated a new training program just for our user group! Based on feedback from members, we wanted to provide some training at varying experience levels. We’ve selected topics at the beginning, intermediate, and advanced levels. ACL representatives ...
http://www.bswllc.com/events
Addressing the Risk of Fraud Within Your Organization
Addressing the Risk of Fraud Within Your Organization - Morning Session Only Thursday, Apr 23, 2009, 8:00 AM to NOON

Contact:
Richard W. McMullen

Eisenhower State Office Building 700 SW Harrison 4th Floor Auditorium

Presented by: Ryan Hauber, Principal, Brown Smith Wallace
Price and ...

http://www.bswllc.com/events
Internal Audit and Compliance Council Meeting
Internal Audit and Compliance Council Meeting Monday & Tuesday, Apr 20-2, 2009

Contact:
Rachel Ryan Location: NRF's office in Washington, DC.

The agenda will include presentations on counterparty risk from Ernst & Young; white collar crime and fraud in the retail industry from Ryan ...

http://www.bswllc.com/events
Internal Audit and Compliance Council Meeting
Internal Audit and Compliance Council Meeting Monday & Tuesday, Apr 20-2, 2009

Contact:
Rachel Ryan Location: NRF's office in Washington, DC.

The agenda will include presentations on counterparty risk from Ernst & Young; white collar crime and fraud in the retail industry from Ryan ...

http://www.bswllc.com/events
The Audit Directors Information Exchange
The Audit Directors Information Exchange Wednesday September 23rd from 7:30pm to 9:30pm Brown Smith Wallace LLC 1050 N. Lindbergh Blvd.
St. Louis, MO 63132 The Audit Directors Information Exchange is comprised of a select group of Internal Audit Directors that have expressed an ...

http://www.bswllc.com/events
Chapter Breakfast Meeting "Addressing the Risk of Fraud Within Your Organization"
Addressing the Risk of Fraud Within Your Organization Denver IIA Chapter November 10th, 2009
7a.m.-10a.m. Meeting Agenda
7:00 am – 7:45 am Networking and breakfast

7:45 am – 8:00 am Chapter business

8:00 am – 9:40 am Presentation

9:45 am – 9:55 am ...

http://www.bswllc.com/events
The Audit Directors Information Exchange
The Audit Directors Information Exchange Tuesday December 8th from 7:30am to 9:00am Brown Smith Wallace LLC 1050 N. Lindbergh Blvd.
St. Louis, MO 63132 The Audit Directors Information Exchange is comprised of a select group of Internal Audit Directors that have expressed an interest in ...

http://www.bswllc.com/events
The Audit Directors Information Exchange Meeting
The Audit Directors Information Exchange Wednesday, March 24th from 7:30am to 9:00am Brown Smith Wallace LLC 1050 N. Lindbergh Blvd.
St. Louis, MO 63132 The Audit Directors Information Exchange is comprised of a select group of Internal Audit Directors that have expressed an interest in ...

http://www.bswllc.com/events
February Roundtable Meeting
February Roundtable Meeting Thursday, February 4th from 3:00pm to 5:00pm Brown Smith Wallace LLC 1050 N. Lindbergh Blvd.
St. Louis, MO 63132
“Auditing the Risk Management and Insurance Function” As companies wrestle with rising insurance costs and internal audit departments ...

http://www.bswllc.com/events
ACL Users Group Meeting
ACL Users Group Meeting Tuesday, February 2nd from 11:30am to 1:30pm Brown Smith Wallace LLC 1050 N. Lindbergh Blvd.
St. Louis, MO 63132 1st Quarter 2010 Meeting Happy New Year!
Our resolution this year – increase your ACL skills We’re going to incorporate some workshops, round ...

http://www.bswllc.com/events
St. Louis Business Assurance Workshop
St. Louis Business Assurance Workshop Wednesday, April 14th

Registration 8:00a.m.

Presentation 9:00a.m.-11:30a.m.

Location
Hilton St. Louis Frontenac
1335 South Lindbergh Blvd
St. Louis, MO
Tel: 314.993.1100 Join us for a breakfast workshop and find out how to mitigate the risks of ...

http://www.bswllc.com/events
Doerr named member-in-charge of tax at BSW
St. Louis Business Journal - by Evan Binns Martin Doerr has been named member-in-charge of tax services at Brown Smith Wallace, the area’s sixth largest accounting firm, with 195 employees. Doerr had been president of the accounting, tax and advisory services practice at CBIZ for three years ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=27
Take a bow "Brown Smith Wallace"
St. Louis Business Journal - by Greg Edwards Accounting Today magazine named Brown Smith Wallace one of the best accounting firms to work for, based on confidential staff surveys. It was one of 60 firms recognized nationally and the only one in St. Louis. The firm, which had revenue of $25 million ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=22
Brown Smith Wallace merges benefits unit with Highland firm
St. Louis Business Journal - by Rick Desloge Brown Smith Wallace’s Benefit Plans Plus unit has merged with a competitor, Qualified Plan Services from Highland, Ill. The merger creates a 22-person retirement plan service provider that will generate between $2.5 million and $3 million in ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=26
RubinBrown, Brown Smith Wallace, AMD named top firms
Three St. Louis-based accounting firms have been named to industry magazine Practical Accountant's list of top Midwest firms. RubinBrown, Brown Smith Wallace, Anders Minkler and Diehl were ranked among the area's 15 largest firms based on fiscal 2008 revenue.RubinBrown, ranked No. 4 on list, posted ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=25
Exit plans deserve more work in down economy
Retaining minority stake offers chance at second bite of the apple

St. Louis Business Journal - by Gil Stuenkel

Business owners who have concluded now is a good or necessary time to sell their companies can take a number of important steps to help them obtain a solid return, even in a down ...

http://www.bswllc.com/index.php?module=newsmodule&action=view&id=21
Kyle Lopez, CISA, recently joined Brown Smith Wallace LLC
Kyle Lopez, CISA, recently joined Brown Smith Wallace LLC as a principal in their risk services group. Lopez has eight years of experience in business process controls, SAP and other enterprise resource planning and financial application control assessments, Sarbanes-Oxley readiness and ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=18
Ask The Expert
Cathy B. Goldsticker,CPATitle:Member and co-leader of the Tax Accounting ServicesGroup Company: Brown Smith Wallace Q: Im not sure if I should expand my businesss existing office, which I own, or construct on a new site. What are the tax considerations that can help me make a decision? A: A major ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=20
Tax Planning Ideas
Smart Business magazine spoke to Robin Bell, CPA Co-leader of the tax practice at Brown Smith Wallace to learn about tax mitigation tools and planning techniques business owners can use to minimize their tax consequences.  
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=10
Time for a Checkup?
There is no better time than now to perform a wellness checkup of your business - take the pulse, determine your organization's strengths and weaknesses and determine what processes, products, people and other factors could inhibit your success in the coming year. 
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=11
Business Health Checkup
The Business Health Checkup is an assessment tool used by Brown Smith Wallace to help businesses analyze opportunities for: Profit Enhancement Process Improvement Tax and Estate Planning Financial Analysis and Structuring This thorough assessment enables your to emerge from these ...
http://www.bswllc.com/index.php?module=newsmodule&action=view&id=12
Current Firm Campaign :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Susan Nunez, Pam Huelsman & Jenna Kerwood

Value Added Service Missing
From Your Accounting Firm

...

http://www.bswllc.com/current-firm-campaign
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Drew Dennison, Managing Director of Accounting and Finance
Scottrade “Brown Smith Wallace has been able to deliver exceptional value at an excellent price point. They delivered exactly what they promised: they met fieldwork and delivery deadlines; they assigned experienced benefit plan ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Matt Lambeth, Vice President
Sky Zone LLC “Brown Smith Wallace has helped us develop our accounting procedures so our business could grow. With their help, we have streamlined and standardized our billing and accounting procedures across multiple facilities. Without the advice and attention ...

http://www.bswllc.com/Testimonials
Fraud Assessment :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Fraud Assessment A Brown Smith Wallace fraud assessment will review your organization's internal controls and accounting transactions to determine the extent to which fraud is likely to occur. The objective is to understand your organization's operations from the viewpoint of procedures that can ...
http://www.bswllc.com/Fraud-Assessment
Fraud Assessment :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Donna Beck Smith
CPA/ABV/CFF, ASA, CVA, Cr. FA
Member in Charge
314.983.1259
dsmith@bswllc.com Don Mitchell
CPA/CFF, CFE
Audit and Review
314.983.1248
dmitchell@bswllc.com

http://www.bswllc.com/Fraud-Assessment
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Greg Fowler, P.E., President and CEO
J.F. Electric “J.F. Electric has been a client of Brown Smith Wallace for over 30 years and I can attest to the fact that they provide a measurable difference and have assisted our firm in many aspects of our business. Brown Smith Wallace provides our ...

http://www.bswllc.com/Testimonials
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Larry Huddleston, Office Manager
Markway Construction “The longer we work with Brown Smith Wallace, the more we feel they’re a partner in our success. What stands out about Brown Smith Wallace is their willingness to listen to us. Offering us strong insights and ...

http://www.bswllc.com/Testimonials
Bounce Back to IT
Ron Schmittling, CPA/CITP,CISA, CIA 
Security and Privacy Practice Leader Panelist: Bounce Back St. Louis
                 Bounce Back in IT: Focus on Audit Positions

Washington University's West ...

http://www.bswllc.com/events
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jessica Herr, Former Director, Financial Planning, Analysis and Internal Controls, Belden, Inc. “Brown Smith Wallace has been instrumental in helping Belden build its internal audit, enterprise risk management, and Sarbanes-Oxley programs. I really appreciate the level of partner involvement ...
http://www.bswllc.com/Testimonials
Valuation Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
 Business Valuation A business valuation examines and analyzes your business to determine the value of the underlying equity or capital. Our highly credentialed valuation team has worked on hundreds of valuations for a variety of purposes. You can count on our experience to provide sustainable ...
http://www.bswllc.com/valuation-services
BVR Teleconference- Brad Pursel
Teleconference Presented by BVR: 
Control Premiums - Applications and Analysis Thursday, April 29, 2010

Presentation  Noon - 1:40 pm. CST Earn 2 CPE credits Teleconference              $99.00 Brad Pursel, CPA/ABV, CFA, ...

http://www.bswllc.com/events
Data Analysis :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Powerful tools, combined with years of analysis and audit experience, provides you with valuable insight for strategic and critical business thinking. Our team is comprised of  experts, accountants and IT auditors, trained in ACL, Microsoft Access, SQL, XML and OLAP, who can ...
http://www.bswllc.com/data-analysis
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Tom Beitel, Vice President, Finance, Global Zone Operations
Siemens PLM Software “I joined what is now Siemens PLM Software in late 2004 after a career in public accounting with a Big Four firm. I started the Internal Audit function, and co-sourced with Brown Smith Wallace for our ...

http://www.bswllc.com/Testimonials
Staff and Senior Information Technology Auditor :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staff and Senior Information Technology Auditor Job Statement To join the dynamic and growing team, our IT Audit professionals perform high quality work for clients, exceed client expectations, and are responsible for their work. The IT Auditor typically works under the general supervision of an ...
http://www.bswllc.com/Staff and Senior Information Technology Auditor
Succession :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Succession Planning Roadmap The Brown Smith Wallace Succession Planning Roadmap will help you avoid the surprise need for a sale or merger due to sudden retirement or unexpected illness and the lack of effective succession planning.  To learn the key areas an effective succession plan ...
http://www.bswllc.com/Succession
Product/Services Campaign 2010 :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
 
Uncovering Cost Savings With An
Independent Insurance Review
Boosting Your Bottom Line With Quick
Access to Business Intelligence  
...

http://www.bswllc.com/Product/Services Campaign 2010
Bankruptcy Assessment :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
PLACE TEXT HERE - upload Barry's article and podcast here
http://www.bswllc.com/Bankruptcy-Assessment
Staying Compliant :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Staying Compliant How to Navigate State Sales and Use Tax Laws Interviewed by Kristen Hampshire, Smart Business Magazine  If your business has been underpaying its taxes, look out: States are seeking ways to increase their budgets by increasing their sales tax audit activity on ...
http://www.bswllc.com/Staying Compliant
Staying Compliant :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Susan C. Nunez, LL.M, JD Principal, Tax Services
314.983.1215
snunez@bswllc.com

http://www.bswllc.com/Staying Compliant
My Testimonial :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Thank You For Your Support Thank you for being a friend of the firm and offerring your support.  We are excited to add your thoughts to our web site and/or our firm marketing materials.  Please fee free to include your testimonial or just add a few bullet points and someone will get back ...
http://www.bswllc.com/My-Testimonial
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Jim Acker, CFO
CCA Global Partners “A few years ago, we made the decision to move our audit and tax work to a larger firm. We had grown considerably, and were looking for a firm that could provide value beyond just the traditional audit and tax work that we had needed in the past. Our ...

http://www.bswllc.com/Testimonials
Salt Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts

Susan Nunez
JD, LL.M
SALT Services
314-983-1215
snunez@bswllc.com Pam Huelsman
SALT Services
314.983.1392
phuelsman@bswllc.com Jenna Kerwood
CMI
Property Tax Services
314.983.1360
jkerwood@bswllc.com

http://www.bswllc.com/SALT-review
Testimonials :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Neil Jaffe, Co-President
The Booksource “We’re a family business so we have business needs, personal financial needs and issues that often fall into both camps. We’ve received excellent succession planning advice and assistance from Brown Smith Wallace as well as practical ...

http://www.bswllc.com/Testimonials
Change in Residency Results in $100,000 Tax Savings
Industry:  Bottles/Containers, Distribution-Manufacturing
Revenue:  Challenge
The owner of S Corp headquartered in Missouri, moved his state of residence to Florida.  However, the change was not properly reflected in his state tax returns.

Solution
The tax experts at Brown ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=16
Review yield $850,000 in tax savings over three years

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=13
Establishing Nexus - Can Be a Good Thing
Industry: Food Ingredients, Manufacturing/Distribution
Revenue: $110 Million

Challenge
A company, doing buisiness entirely within one state, was filing its tax return correctly.  However, it was discovered that if the company was subject to allocation and apportionmnet, the majority of ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=14
Consolidated State Returns Result in $1 Million in Tax Savings
Industry: Plastic/Rubber Products, Distribution-Manufacturing
Revenue:  $100 Million

ChallengeDuring the review of a new client's state tax return, we notice the company had filed seperate state income tax returns since the comapny's inception.  This resulted in an elected ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=15
Turnaround-Review :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
TURNAROUND REVIEW The turbulent economy has put many companies at risk. Bad things do happen to good companies and management teams, but usually are not fatal unless neglected. Losing valuable time between realization of a problem and corrective action rarely improves the result. With help, you ...
http://www.bswllc.com/turnaround-review
Captive Insurance Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
An insurance review may identify the opportunity to form a captive insurance company.  This is a subsidiary company formed to insure all or part of the risks of the parent company.  It allows you to structure the type and amount of risk you retain, improve your cash flow and may help ...
http://www.bswllc.com/Captive -Insurance -Services
Turning it around :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Turning it around How an Adviser Can Help a Troubled Business Turn Things Around Interviewed by Kristen Hampshire, Smart Business Magazine It’s a dangerous time for businesses, and even those with decades of operating experience can find themselves facing bankruptcy or liquidation ...
http://www.bswllc.com/Turning it around
HOME :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Time for a Checkup?

Now’s the time to perform a business health checkup of your business. Identify the processes, products, people and other factors that can inhibit your success ...

http://www.bswllc.com/
Articles :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
2010 July Controlling Risk: How continuous controls monitoring can prevent revenue leakage and fraud June Turning it around: How an adviser can help a troubled business turn things around May Staying Compliant: How to navigate state sales and use tax laws INNOVATION: Finding new ...
http://www.bswllc.com/articles
Government Audit and Consulting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Government Audit and Consulting Services
http://www.bswllc.com/Government-Audit-and-Consulting
ADDITIONAL INDUSTRIES :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Industries Served
We work with organizations from a wide range of industries.  Our broad experience enables our service team to bring clients a breadth and depth of knowledge that cuts across industry lines, as well as provide in-depth insights into specific industries, particularly: ...

http://www.bswllc.com/additional-industries
Energy Assessment Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Energy Incentives Your organization could benefit from many of the state, federal and utility incentives that are available.  Our energy services team can determine if your organization qualifies, and can help you develop the appropriate incentive application documents. ...
http://www.bswllc.com/energy-assessment-services
Energy Assessment Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Energy Usage Analysis Let our energy experts analyze your costs, usage patterns, waste, etc. to determine what cost savings you may be missing. Utility bill analysis
Review historical utility bills to determine if costs, usage levels, or usage patters indicate equipment problems, ...

http://www.bswllc.com/energy-assessment-services
Energy Assessment Services :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Cost Comparison Provider selection
Customers with retail electric or gas competition (e.g., Illinois commercial and industrial facilities) have a choice in their utility provider.  Our energy experts can evaluate competitive fee structures and evaluate them based on your ...

http://www.bswllc.com/energy-assessment-services
Government Audit and Consulting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Organizations of all sizes are challenged with the need to balance energy costs with productivity, budget limitations, and their strategies for environmental stewardship.   With over 25 years of energy industry experience,  the energy  team at ...
http://www.bswllc.com/Government-Audit-and-Consulting
In The News :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
It's tax crunch time again
Cathy B. Goldsticker, CPA Brown Smith Wallace audit manager featured in Southeast Missouri State University alumni news
Lincoln Gray, CPA Ask the Expert: How has the recession affected mergers and acquisitions in the construction and real estate businesses?
Barry ...

http://www.bswllc.com/in-the-news
Government Audit and Consulting :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Our risk-based assurance and advisory services meet a wide range of needs, from specialty audits or assessments to implementation of comprehensive enterprise risk management programs. Our government industry focused team consists of a strong internal and IT audit core supported by ...
http://www.bswllc.com/Government-Audit-and-Consulting
CCM TOOLKIT :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
CCM TOOLKITTM Brown Smith Wallace helps clients build CCM systems that combine process and technology to identify: Potential errors Fraud Inefficient operations Audit targets Our systems are independent processes designed to monitor and validate controls to reduce risk, ...
http://www.bswllc.com/ccmtoolkit
CCM TOOLKIT :: Brown Smith Wallace CPA, Tax, Accounting & Business Consulting Services St. Louis & Midwest Experts
Controlling risk How Continuous Controls Monitoring Can Prevent Revenue Leakage and Fraud Interviewed by Kristen Hampshire, Smart Business Magazine Continuous controls monitoring (CCM) has been on the radar for many companies for the last 20 years, but only recently have organizations ...
http://www.bswllc.com/CCM TOOLKIT
Establishing Nexus - Can Be a Good Thing
Industry: Food Ingredients, Manufacturing/Distribution
Revenue: $110 Million

Challenge
A company, doing business entirely within one state, was filing its tax return correctly.  However, it was discovered that if the company was subject to allocation and apportionment, the majority of its ...

http://www.bswllc.com/index.php?module=articlemodule&action=view_article&id=1


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TOLL FREE 888.279.2792


Bill Willbrand

CPA
Business Services
636.754.0200
wwillbrand@bswllc.com

Barry Worth
CPA
Mergers and Acquisitions
314.983.1202
bworth@bswllc.com

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Thursday July 29th 2010 09:13:39 am