Joe is a Partner at Sax and the firm’s Private Client Services Practice Leader. Joe provides a full breadth of accounting, tax and advisory services for family offices, financial service executives, real estate developers, business owners of privately held companies, and wealthy individuals.
With over 30 years of tax experience, Joe is an established industry expert in managing and preserving the wealth of high-net-worth families and addressing the accounting, tax, and business issues his clients face daily. This includes the ever-changing tax and regulatory landscape, estate planning, philanthropic and succession planning, and business consulting. Prior to joining Sax, Joe was a Partner in the Big 4 and a Managing Director and Founding Member of a high-net-worth tax boutique.
He has been nominated as an Honorary Chairman of the U.S. Business Advisory Council where he assisted leaders in Washington D.C. with national tax planning issues and legislation. Joe donates his time to not for profit organizations such as Habitat for Humanity and local community events.
Awards & Honors
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