welcome@mj-smith.com
Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

Your Plans. Our Priority.

At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.

Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.

Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.

Schedule Your Initial Consultation
Mark Smith, CFP®, CPA/PFS, CIMA®

Our Point of View

We review the headlines and study the markets to bring you our latest thinking, as well as timely tips and information.

Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

Read More

How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year

March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

Read More
Does Your Real Estate Rental Income Qualify for a QBI Deduction?
April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

Read More
How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year
March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

Read More
Even Scholarly Statistics Can Be Their Own Form of Click Bait
March 7, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

Read More

Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

READ MORE
Receive These Updates In Your Inbox

With our holistic approach, we strive to be not just your investment planner, but your complete wealth management partner.

Our full concierge service guides you through the required intricacies of your unique personal plan.
Questions?
We look forward to hearing from you.

Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.