Joseph grew up in Greenville, SC, but after graduating college and marrying Daina, he hit the road as a traveling respiratory therapist. Those years were fun with assignments in MN, OH, LA, CT, PA, and MD, but in the process, he began to gather tax clients, eventually using his accounting degree more than his RT. Daina made him hang up the stethoscope because she could see what was coming next.
Joe is driven. His Myers-Briggs personality profile is INTJ, aka "the mastermind," and fits him. Knowledge is to be constantly gained, categorized and utilized. That benefits you, our client, in that you know that he has his finger constantly on the pulse of the latest tax issues. When others read articles about the latest important tax court case, Joe has read the actual case itself. For that matter, he may have been the one that wrote the article that everyone else reads. He writes for magazines and blogs, posts on numerous tax forums, and answers dozens of emails every day.
Travel is still a big part of his life, but now it is for seminars and consulting contracts with healthcare staffing firms, reviewing their reimbursement policies and giving recruiters inservices so they understand the tax issues better. He and Daina have almost completed their goal of having been to all 50 states (missing 4). He has a favorite quote about travel is all the more amazing when you consider it's date:
Travel is fatal to prejudice, bigotry and narrow-mindedness...
Broad, wholesome, charitable views of men and things cannot be acquired
by vegetating in one little corner of the earth all one's lifetime.
Nowadays, home is Norfolk, Nebraska. Why a hole in the wall town in the Midwest? Travel allowed him to discover that small towns in the midwest are microcosms of major cities: everything you need sandwiched into a few square miles. If you are traveling through Nebraska between engagements, he would love for you to stop by for a visit! - - He will even probably take you to lunch!
The best proof of Joe's expertise is just to list you his education and credentials. It is impressive. Feel free to verify the information.
AS Respiratory Therapy, Greenville Technical College
BA Accounting, Furman University
MS Taxation, Golden Gate University
MA Bible, Capital Bible Seminary
Fellow, National Tax Practice Institute
Continuing Ed: Canadian Tax, Athabasca University
IRS Enrolled Agent Certificate #75020
National Association of Tax Professionals Member #1000864
National Association of Enrolled Agents Member #211736-00
Continuing Education and Presentations:
Adjunct Instructor, Northeast Community College: Individual Taxation
Healthcare Staffing Sumit - Roundtable Moderator/ Speaker 2008-2015
Faculty - Travel Medical Professionals Convention, Las Vegas - 2008-2015
Techserve - Roundtable Moderator 2011-2014
Legislative "Fly In" Preceptor, Washington DC, May 2012 thru 2015 with NAEA
Tax Credits for College Education, Teach Them Diligently Conference 2014 and 2015
NATHO (National Association of Travel Health Organizations) Tax Compliance Committee
Professional Association of Nurse Travelers , CFO
Travelers Conference, Treaurer and Planning Staff
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.
Joe serves as President of the Planned Giving arm of Puerto Rico Baptist College
This is just so you don't think he is all that serious...