Joe

Joe is a Greenville, SC native who married a Philadelphia girl a many moons ago. After 3 years of traveling as a Respiratory Therapist, they settled down in the Washington DC area for a while, before moving to a small town in Nebraska, where Joe likes to say: “You couldn't pull me out with a pry bar.” His education, frequent travels, and experience working in the healthcare industry, has given him a wide knowledge base and understanding of all the tax issues that challenge the mobile, contingent professional. Be they small or great, he is never too busy to chat with a client about their situation and loves a challenge. When stumped, he often researches for hours until he finds the solution.

Joe's Credentials/Education:
AS Respiratory Therapy, Greenville Technical College
BA Accounting, Furman University
MA Bible, Capital Bible Seminary
Graduate Certificate in Taxation, Golden Gate University
MS Candidate in Taxation, Golden Gate University
Fellow, National Tax Practice Institute
IRS Enrolled Agent Certificate #75020
National Association of Tax Professionals Member #1000864, Phone (800) 558-3402
National Association of Enrolled Agents Member #211736-00, Phone (301) 212-9608

Continuing Education and Presentations:
Legislative "Fly In" Washington DC, May 2012 with NAEA
Workshop Leader - Staffing Industry Analysts Executive Forum, 2012
Roundtable Leader - TechServe Alliance, 2011
Speaker - Phoenix West Society of Enrolled Agents, 2011
Roundtable Leader - Healthcare Staffing Summit, 2008- 2011
Faculty - Travel Medical Professionals Convention, Las Vegas - 2008-2011
Legislative "Fly In" Washington DC, April 26 2011 with NAEA
United States Tax Court Exam, Washington DC November 2010
Graduate Taxation Courses, Golden Gate University, San Francisco

Community Involvement:
Norfolk Chamber of Commerce
Financial Review Committee
Professional Association of Nurse Travelers

Comptrollers for the only national advocacy association for Travel Healthcare Professionals 
Puerto Rico Baptist College
A bilingual missions college whose graduates serve as gospel ministry leaders in
South America, the Caribbean, Spain and Hispanic communities of the US.
PRBC Foundation
Joe serves as President of the Planned Giving arm of Puerto Rico Baptist College