|
Atlanta CPA Firm Bennett Thrasher announces the promotion of Jonathan Swartz to Shareholder.
Jonathan Swartz is a Shareholder in the firm’s Personal Financial Services practice. He has experience providing financial advice to attorneys, corporate executives, family business owners and other high net worth clients on income tax, estate and gift tax, investment, insurance, and retirement planning.
Additionally, Swartz has experience in individual, partnership, S-Corporation, foundation, and fiduciary income taxation.
Prior to joining Bennett Thrasher, Swartz worked for the Atlanta office of KPMG LLP as a Senior Tax Manager in their Private Client Advisory Services (PCAS) practice. Swartz earned his Bachelor of Business Administration (Accounting) degree from the Goizueta Business School at Emory University and his Master of Taxation from the Robinson College of Business at Georgia State University. Swartz is a Certified Public Accountant (CPA) licensed in Georgia, Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS).
Swartz is a member of the Personal Financial Planning section of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the Atlanta Estate Planning Council, the Georgia Planned Giving Council, the Financial Planning Association, and serves as Secretary/Treasurer of the Atlanta Chapter of the Society of Financial Service Professionals.
His community involvement includes service with Temple Sinai, the Jewish Federation of Greater Atlanta, and as the Treasurer of the Epsilon of Kappa Alpha Order Alumni Advisory Board.
|