LWBJ associates celebrate 10 years with the firm

WEST DES MOINES, June 1, 2016 – Two LWBJ associates are celebrating their tenth anniversaries
with the firm.

Phil Goldsmith, CPA, JD, is the firm’s Director of Tax Services and advises our clients on a wide variety of tax and business issues, focusing on the areas of estate planning, ownership transactions, international tax planning and reporting. Prior to joining LWBJ, Phil was a Senior Tax Consultant with Arthur Anderson & Company. He received his BBA in Accounting and Juris Doctorate from the University of Iowa.

Jodi Hoerr, Executive Assistant, serves as liaison between the firm’s tax clients and staff to help facilitate the compliance process. She also assists in the hiring and training of administrative staff and plans the firm’s special meetings and events. Jodi attended the University of Iowa and was with DeWaay Capital Management prior to joining LWBJ.

In announcing the anniversaries, Managing Partner Paul Juffer noted, “The longevity of our staff is a key advantage for both our clients and the firm. We’re pleased to congratulate Phil and Jodi on their accomplishments, and we thank them for their dedication to LWBJ.”

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