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Joel Itzi Joins Brown Smith Wallace as a Manager in the Tax and Family Wealth Planning Groups

12.19.2017

(ST. LOUIS, December 19, 2017) Joel Itzi joins Brown Smith Wallace as a manager in the tax and family wealth planning groups. As manager, Itzi is responsible for supervising and reviewing fiduciary and individual tax engagements, as well as training and developing tax staff. In addition, he assists in tax consulting and tax planning for high net worth individuals.

Itzi brings more than nine years of experience specializing in trust, estate and gift tax planning and compliance. His background includes managing and maintaining over 1,500 trust accounts, as well as planning using split-interest charitable trusts, private foundations and individual retirement accounts.

Itzi earned a Bachelor of Business Administration in accounting and finance from Loyola University Chicago and a Master of Science in taxation from DePaul University. He is a licensed Certified Public Accountant in Missouri and Illinois. He is a member of the American Institute of Certified public Accountants (AICPA) and the Missouri Society of Certified Public Accountants (MOCPA).

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About Brown Smith Wallace

Brown Smith Wallace is a nationally recognized top 100, full-service CPA and business advisory firm in Missouri with more than 300 employees. The firm is the top ranked St. Louis firm in the 2018 Vault Accounting Firm rankings. For more information, visit brownsmithwallace.com or call 314-983-1200.

EDITORS NOTE: Permission to reprint is hereby given to all print, broadcast and electronic media. Permission is also granted for reasonable editing, including article title change and customizing for your audience/industry. Please send a copy of the published information to: Brown Smith Wallace, Cheryl Foster, 6 CityPlace Drive, Suite 900, St. Louis, MO 63141

For More Information Contact:                                                 

Cheryl Foster                                                                        Valeria Klamm
314.983.1321                                                                       314.983.1353      
cfoster@bswllc.com                                                            vklamm@bswllc.com

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