Joe brings nearly 15 years of tax compliance and consulting experience to HCVT’s international tax practice. He specializes in planning and reporting for high net worth individuals and closely-held businesses addressing domestic and foreign tax issues. His area of experience includes pre-immigration tax planning, expatriation planning, inbound corporate structures to minimize U.S. taxation, passive foreign investment companies (PFICs), controlled international corporations, Australian Superannuation, foreign trusts, and state income tax nexus. Joe has extensive experience in working with clients and their attorneys on participation in the federal offshore voluntary disclosure initiative program (OVDI). Additionally, he advises foreign individuals investing in U.S real estate, foreign earned income exclusion, analysis of U.S income tax treaties, foreign tax credits and Foreign Account Tax Compliance Act (FATCA).

Joe received his bachelor's in accounting, minor in finance, and a master's in taxation from Florida International University. He is a Certified Public Accountant in the State of California and a member of the ProVisors Global Group, American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Professional Experience

Martini Iosue & Akpovi
Lucas Horsfall
Andersen Tax
Morrison, Brown, Argiz & Farra, LLC
Grant Thornton LLP

Professional and Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
ProVisors Global Group

Practice Area & Specialization

Credentials and Certifications

CPA, California

Education

MST, Florida International University
BS, Accounting, minor in Finance, Florida International University

Languages

Spanish

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