patti smith mcm

Patti Smith

CPA

Partner, Employee Benefit Services Team Leader

502.882.4434

Patti’s dedication to the development and growth of MCM’s Employee Benefit ServicesGroup has propelled the team into the leading EB audit and tax consulting service provider in the region.As the Employee Benefit Services Team leader, she has managed third-party administration and assurance services for over 300 retirement, welfare and fringe benefit plans for clients across a wide-range of industries. Patti is a frequent guest speaker and lecturer on the relevant issues facing business leaders in today’s economy.Clients rely on Patti to assist them in selecting and implementing their benefit plans.Her unique talent of serving as an effective client liaison for audit issues involving theDepartment of Labor and Internal Revenue Service has delivered solid results for her clients. Before joining MCM in 1990, Patti was a member of the Louisville office of Ernst &Young. In total she has more than 30 years experience in the field of audit, tax and accounting engagements related to employee benefits.

 

Education & certifications
  • University of Kentucky–Bachelor of Science, Accounting
  • Certified Public Accountant (CPA)
  • AICPA Advanced Defined Contribution Plans Audit Certification
Professional & community associations
  • Member, American Institute of Certified Public Accountants
  • Member, Kentucky Society of Certified Public Accountants
  • Louisville Employee Benefits Council

Related articles.