Tim Schmedes

CPA, CFP®
Client Engagement Manager

Tim Schmedes is a Client Engagement Manager at Global Trust Asset Management. Tim’s primary focus is servicing businesses, trusts, individuals and high net worth clients. Tim specializes in tax compliance, representation in front of taxing agencies, tax planning, estate planning, retirement planning, and the preparation of various tax returns for individuals, businesses, trusts, and estates.

Tim’s experience includes assisting clients in the sale of business and personal property, wealth management, tax planning, business agreements, and outside CFO consulting. Furthermore, Tim is a Certified Financial Planner and assists clients in investment allocations, and overall financial plans. 

Office Phone: (561) 472-0191

Mobile Phone: (561) 352-4151

Email: tim.schmedes@gbltrust.com

Areas of Expertise   

  • Tax Services

  • IRS and State Representation 

  • Wealth Management

  • Retirement Planning

  • Estate Planning

  • Foreign Transaction Reporting

  • Outside CFO Consulting

  • Real Estate Transactions

Education

  • Florida State University, Bachelor of Science in Accounting and Finance

  • Florida State University, Master in Accountancy with a focus in Taxation

  • Florida State University, Certificate in Financial Planning

  • Certified Public Accountant, American Institute of Certified Public Accountants

  • Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.

  • Series 65 Securities Licensure, FINRA