As a member of the National Association of Certified Valuation Analysts, Joel is a resource for issues affecting the value of gifts and estates and operating businesses whether formed as C or S Corporations, limited liability companies or partnerships. Through his training as a valuation expert, Joel consults with business owners looking to make their businesses more valuable as an element of their exit strategy. In addition, he advises other CPAs on ways to bring the importance of valuation and forming an exit strategy to their clients. Contact us when your child is ready for college and your money isn't.
Joel also has a specialty defending business owners in sales tax audits. Sales tax auditors often ask for information to which they should not be entitled, misuse information they are given, perform tests they have no right to perform, issue assessments based on “industry standard” information that is not applicable, and conduct the audit on a fast track without looking at the sales records. Business owners feel they are on the defensive. Joel defends the rights of the business to rely on laws and procedures designed to protect them.Start Now!