Shareholder, Tax Services
Office: Santa Rosa
Joe is a specialist in the planning of estates and trusts. He works with high-net worth clients to develop estate and family business succession plans. In addition, a significant segment of his practice focuses on tax planning and compliance for business entities, with particular emphasis on business transactions and buy/sell agreements.
Our daughter's participation in the high school study abroad program (four months) had a profoundly positive impact on her development as a person, added confidence, fluency, and she has an adopted family in Spain. Hosting foreign exchange students also has great rewards.