WHO WE ARE

Attorneys and Staff

RODNEY S. KLEIN, JD, LL.M. TAX

Founder

Attorney Rodney S. Klein is the founder of the firm. He practices in the areas of estate planning including trusts, wills and probate law, individual and corporate tax law before both Federal and State agencies, corporate law including corporations, partnerships and limited liability companies, and contract law. Additionally, Mr. Klein is a Rule 31 mediator for civil litigation cases.

After receiving his Bachelor’s Degree at the University of Michigan and his LL.M Masters Degree in Tax Law from New York University School of Law, he served as Senior Attorney Advisor at the United States Tax Court in Washington, D.C. He and his family moved to Tennessee in 1993 and he has been practicing law for over twenty years. In 1995, he formed the law firm of Klein & Associates, with offices in Johnson City, Tennessee as well as offices in North Carolina, Mississippi, and Arkansas.

Mr. Klein has been published on two occasions in the American Bar Association’s The Tax Lawyer, and has been the featured speaker at numerous seminars throughout the United States. The firm has Attorneys and Associate Counsel licensed to practice in Tennessee, Virginia, North Carolina, Kentucky, Arkansas, Mississippi, Michigan, the District of Columbia and the United States Tax Court.

Direct: 423.271.3558
rodney@kleinassoc.com

STEPHANIE J. SMITH, ESQ.

Managing Director

Stephanie has been with Klein & Smith (formerly Klein & Associates) for over two decades and specializes in solving complex problems for estate planning and corporate needs. She also practices in the areas of probate and contract law. Stephanie feels every client, especially in our changing family dynamics and complex business environment, has needs that must be filled and enjoys helping clients meet those needs. Stephanie writes extensively for our firm blog on various topics of interest to our clients.

Stephanie obtained her bachelors degree from Virginia Tech (Go Hokies!) and her law degree from the William and Mary School of law in Williamsburg, VA. She has taught LSAT classes for Kaplan Educational services. During law school she was an intern for then, Court of Appeals Judge, Lawrence L. Koontz. Outside of work, she is a mother of two, Girl Scout leader of Troop 240 and annual meeting delegate for Service Unit 630, Past-President of B’nai Sholom Congregation, Treasurer for the Volunteer High School Band Boosters, and enjoys historical re-enactment, gaming, reading, and cooking.

Direct: 423.375.2356
stephanie@kleinassoc.com

ALICIA P. KLEIN, CVA

CFO

Alicia Klein has been with the firm since its inception in 1995. Alicia has extensive experience in individual and business income tax consulting as well as business valuation services. She received the designation of Accredited Valuation Analyst (AVA) in 2001 and is currently credentialed as a Certified Valuation Analyst (CVA). Utilizing a goal oriented approach, she assists our clients in the areas of business planning and succession. Alicia also serves as the firm’s chief financial officer and executive services administrator.

Alicia enjoys spending time with her and Rodney’s children and loves the outdoors including skiing, hiking and golfing. Rodney and Alicia live in Johnson City and enjoy long walks with their two labs and westie.

Direct: 423.375.2370
alicia@kleinassoc.com

MIKKI CULBERT

Client Coordinator

Mikki brings a friendly, comfortable first point of contact to Klein and Smith. She has been with the firm since 2015. She truly enjoys helping others and is extremely organized. Her focus is maintaining schedules, client communication and administrative support. She is active in church and community organizations. Mikki loves spending time with family and friends, fly fishing, camping, kayaking, hiking, going on adventures and gardening.

Direct: 423.435.9587
mikki@kleinassoc.com