About

Joseph is an Attorney, and Enrolled Agent licensed to practice tax before the IRS, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught as a professor in the college of business at Oral Roberts University and presents as an expert on tax and estate planning to other professionals through continuing education courses. He works as an advisor to financial professionals and attorneys to develop wealth protection & growth strategies for their clients involving: tax implications from settlements, dissolution of partnerships, dissolution of marriage, entity formation tax consequences, wealth transfer tax avoidance and more. Joseph enjoys preparing tax returns and discussing tax strategies and investments.

Practices Areas

Estate Planning

Business

Language

English

Contact