Education
Bachelor of Science in Business Administration, Charleston Southern University
Master of Science in Accounting, College of Charleston
Areas of Focus
Business tax planning and compliance
Business transition and sale planning
Estate and gift planning and compliance
General business consulting and Advisory services
Hospitality and tourism industry- restaurants, specialty inns and bed & breakfasts
Individual tax planning and compliance
Litigation support
Trust planning and compliance, including trustee services
Designations and Awards
Certified Public Accountant - SC
Certified Specialist in Estate Planning from the National Institute for Excellence in Professional Education
Charleston Regional Business Journal – 40 under 40 - 2009
Mount Pleasant Chamber of Commerce – Member of the Year - 2018
Interests
Spending time with his family, reading, watching sports, traveling, live music and performances
Community Involvement
Treasurer, Daniel Island Performaing Arts Center (former)
Board of Directors, Friends of Keep Charleston Beautiful
Treasurer, Mt. Pleasant Chamber of Commerce
SC Association of Certified Public Accountants
American Institute of Certified Public Accountants (AICPA)
Past President, Charleston Estate Planning Council
Family
Joe and his wife, Nikki, have two children Ryan and Jack and a dog, Zoey
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