Joe is a specialist in the planning of estates and trusts. He works with private client services 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.

Interesting Tidbit

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.

• Member – California Society of Certified Public Accountants
• Member – American Institute of Certified Public Accountants
• Member- Redwood Empire Estate Planning Council

Certified Public Accountant (CPA)