NEW YORK: T: (212) 697-1000
Experience
With over 12 years of experience, Joe advises closely held businesses and high net
worth individuals, focusing on all facets of the clients’ business and tax
needs.
As a tax specialist, Joe has also represented individual clients before the Internal
Revenue Service (IRS) and state departments of taxation in connection with tax examinations.
Joe is an active member of the firm's Trust and Estate Group.
CREDENTIALS
Education
Bachelor of Science in Accounting, University of Pittsburgh
Licenses
Certified Public Accountant in the State of New York
Affiliations
Former Member, Manhattanville College Alumni Board
Honors & Awards
2022 Notable Leaders in Advertising, Marketing, and PR, Crain's New York Business
Presentations & Publications
ROI Thought Leadership Series, “The State of Cannabis: Exploring CBD in New Jersey" - Edison, NJ (August 7, 2019)
WORK-LIFE BALANCE
Community Involvement
Joe teaches classes at not-for-profit organizations with programs involving youth or individuals with developmental disabilities. He also volunteers as a workshop coordinator, and has assisted human service providers in developing programs that foster the artistic talents of individuals with disabilities.
Outside the Office
Joe lives in North Chelmsford, Massachusetts with his wife and sons Max and Harrison. In his spare time, he enjoys crafting, paddleboarding, scuba diving, fishing with his sons, and spending time with family and friends.
Get in touch with Joe Smith today.
Fill out the form below to get in direct contact with Joe Smith and start your personalized consultation journey.
Nothing changes if nothing changes. I support my clients as we embrace the opportunities provided by the ever-evolving landscape of the 21st century, which allows them to spend their time focusing on achieving their goals and fulfilling their mission.
Get in touch with Joe Smith today.
Fill out the form below to get in direct contact with Joe Smith and start your personalized consultation journey.