About: Tim Agnew, CPA/PFS, CFP®

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Bio: MANAGING DIRECTOR

Posts by Tim Agnew, CPA/PFS, CFP®:

Consolidated Appropriations Act, 2021 Offers Expanded Employee Retention Credit and Introduces PPP2

Posted on: 06 Jan 2021

On December 27, 2020, the Consolidated Appropriations Act, 2021 for COVID-19 relief was signed into law by the president. Two…

Smith & Howard Wealth Management Begins Remote Work Arrangements

Posted on: 17 Mar 2020

At Smith & Howard and Smith & Howard Wealth Management, our purpose has always focused on our Clients, People and…

The SHWM Difference: Taxes Matter

Posted on: 15 Feb 2020

With so many investment and financial planning options available to individuals, it is important to understand what’s important when deciding…

Identifying Real Spending: It’s All in the Details

Posted on: 31 Jan 2020

With so many investment and financial planning options available to individuals, it is important to understand what’s important when deciding…

SHWM Celebrates 20 Years

Posted on: 28 Aug 2019

On August 15th, Smith & Howard Wealth Management marked an important milestone, celebrating 20 years serving as our clients’ family…

Business Owners: Start Planning Now for the Sale of Your Business

Posted on: 10 Jul 2019

Successful business owners are well aware of the importance of good time management. Daily schedules that run like clock-work are…

Smith & Howard Wealth Management Promotes Brad Swinsburg to Chief Investment Officer

Posted on: 31 May 2019

Smith & Howard Wealth Management, an Atlanta based Registered Investment Advisor, is pleased to announce Brad Swinsburg has been promoted…

Putting “Family” in Financial Planning

Posted on: 05 Oct 2018

It is very helpful for the entire family to understand financial goals and what it takes to reach them.

Now Hiring Senior Wealth Planner

Posted on: 13 Mar 2018

We have an excellent opportunity for a Senior Wealth Planner, a position that offers outstanding opportunity for career growth.

Managing Endowments: Risks, Rewards & Responsibilities

Posted on: 02 Nov 2017

The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services. In partnership with…