Smith Marion & Co., Inc.

09/03/2026

Smith Marion & Co. will be exhibiting at the TAHRA/KY Joint Annual Conference at the Crowne Plaza Louisville Airport & Expo Center in Louisville, Kentucky from September 12–16, 2026.

Chad Porter, CPA, CEO of Smith Marion & Co., will also be presenting a full day of finance sessions on September 15.

If you are attending, stop by our booth and connect with our team. We look forward to seeing housing authority leaders in Louisville!

Interested in scheduling a speaker or in-house training for your organization? Learn more here:

Speaking Engagements - Smith Marion offers expert talks on finance, leadership, and strategy to educate, inspire, and empower organizations.

09/02/2026

Curious about Connection? Come see what it’s really like.

Join Hannah Baldwin and Danye Cooper for Inside Connection: What to Expect, a quick 15-minute look at SMCO’s peer group for housing authority executive leaders.

They’ll cover:
- What Connection is and who it’s for
- What happens during a typical meeting
- What members get from the group
- What’s planned for the October 21–22 meeting in Philadelphia

If you’ve been considering Connection, this is a simple way to learn more and decide whether the group could be a fit for you and your agency.

September 9
1:00–1:15 PM PT | 4:00–4:15 PM ET

Attendees who schedule a Discovery Call after the session will receive $500 off their Connection membership fee if they choose to join.

Register Here: https://us02web.zoom.us/meeting/register/Xvxa9jtYQHabGfG5NFs-rA

09/01/2026

Effective tax planning happens throughout the year, not just when deadlines approach.

A proactive approach can help organizations identify opportunities, prepare for changes, and avoid last-minute surprises.

Planning ahead often makes all the difference.

https://smcocpa.com/

08/28/2026

With school back in session, Smith Marion & Co. wants to remind parents and students to review the tax credits available to help offset the cost of higher education.

Two credits are available to eligible taxpayers: the American Opportunity Tax Credit, which provides up to $2,500 per student for the first four years of college, and the Lifetime Learning Credit, which provides up to $2,000 per tax return for any year of postsecondary education.

New rules under the OBBB Act will require additional information, including Social Security numbers and the school's EIN, to claim either credit starting next tax year.

If you have questions about how these credits apply to your situation, our team would be happy to help.

We wish everyone a successful school year!

08/25/2026

Your accounting team should help you plan ahead, not just analyze past data.

At Smith Marion, we help organizations stay financially informed with reporting and advisory services built around long-term success.

✔ Decision-ready financials
✔ Year-round support
✔ Accurate, organized reporting
✔ Trusted guidance when it matters most

We’re here to help clients move forward with confidence.

https://smcocpa.com/

08/25/2026

Smith Marion & Co. was honored to be recognized as a donor by the Redlands Bowl, with Kendra Dockham accepting the award on behalf of the firm.

The Redlands Bowl has been a special part of our community for generations, bringing people together through free summer performances and making the arts accessible to everyone.

We’re proud to support an organization that continues to create these experiences for Redlands and the surrounding community, and we’re grateful for the recognition.

08/20/2026

Why do peer groups often work better than conferences?

Conferences are great for learning from presentations, hearing updates, and seeing what is happening across the industry.

But peer groups create a different kind of value.

Connection is designed for housing authority executive leaders who want space to talk through real challenges with peers who understand the work.

In the room, leaders are not just listening. They are asking questions, sharing what they have tried, comparing approaches, and learning from the practical experience of other agencies.

The conversations often include staffing, accountability, technology, software conversions, development strategy, process improvement, board dynamics, and leadership challenges.

That is the difference.

A conference gives you information.

A peer group gives you conversation, accountability, and relationships.

Learn more about Connection at https://smconnection.cpa/.

Understanding what questions to ask and where to find suitable answers is a challenge in this industry – but you can now get those questions answered in one place with smconnection.

08/19/2026

Quick reminder—this is happening tomorrow.

Motivate, Reward, Repeat: Building High-Impact Incentive Plans
August 20th

If your organization is trying to:
-Improve accountability
-Create clearer performance expectations
-Or implement an incentive plan that actually works

This session will give you a practical way to do it.

We’ll walk through how to implement Balanced Scorecard so employees understand:
✔ What they’re responsible for
✔ How they’re measured
✔ How performance impacts compensation

Simple. Clear. Effective.

If you haven’t registered yet, there’s still time.

👉 Register here: https://www.eventcreate.com/e/incentiveplan

Join us on August 20th

08/18/2026

For many families, a timeshare holds years of memories and traditions.

But when it comes to estate planning, a timeshare isn't always the gift people think it is.

Ongoing maintenance fees, transfer restrictions, and limited resale value can create unexpected challenges for beneficiaries who inherit the property.

Before including a timeshare in your trust or estate plan, it's important to have an honest conversation about whether your heirs actually want, and can manage the responsibility.

At Smith Marion, we help families evaluate how unique assets fit into their overall trust and estate plans, helping ensure what gets passed down creates value, not complications.

https://smcocpa.com/timeshares-and-trust/

08/17/2026

Smith Marion & Co. will be exhibiting at two upcoming housing authority conferences this August!

You can find our team at:

Carolina Council conference in Myrtle Beach from August 23–26
THA Annual Conference in Fort Worth, Texas from August 25–27

If you are attending either conference, stop by our booth and connect with us. We look forward to spending time with housing authority leaders, hearing what agencies are focused on, and discussing practical ways to support your organization through audit, accounting, advisory, leadership, and strategic planning services.

We hope to see you in Myrtle Beach or Fort Worth!