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Joe has more than twenty-five years of experience in public accounting and has been working in Santa Barbara since 1984. He provides expertise in tax planning and financial management. He specializes in high net worth individuals, estate and trust taxation, and private companies in the construction, farming, real estate and high-tech industries. He is the 2008 President of the Santa Barbara Estate Planning Council. Joe served as President of the Channel Counties Chapter of the California Society of Certified Public Accountants (CalCPA) for 2004-2005, and as President of the Rotary Club of Santa Barbara North for 2006-2007. He also holds an Accredited Estate Planner designation from the National Association of Estate Planners & Councils. Joe graduated from University of Southern California with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting. He then became a Certified Public Accountant in 1979. | 