Wealth Management Tax Services (WMTS) Leader, PwC US
Joe is a Tax partner with more than 25 years of experience as a tax professional and general business advisor. During this time, Joe has been responsible for serving a diverse client base throughout all phases of tax strategy planning and implementation. Within WMTS, Joe focuses on tax planning and reporting for trust and estate taxation and tax information reporting for high-net-worth individuals.
Joe has BS and MS degrees in accounting and an MST degree in taxation from DePaul University. He is a CPA and member of the AICPA , the Illinois CPA Society, and the Pennsylvania CPA Society. Additionally, Joe was an adjunct professor in the Master's in Taxation program at the University of Illinois and has taught several courses at PwC and outside seminars on a variety of tax issues. He is a member of the Executive Committee for the School of Accountancy of DePaul University, and a former board member for the Northwest Suburban Special Education Organization and the Glenside-Bloomingdale Chapter of the United Way.