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Joel is a Principal, Private Client Services, Financial Services Organization, Ernst & Young LLP, Financial Services Organization of Ernst & Young LLP with nearly 15 years of experience in the professional services industry.
Joel reviews significant Forms 1040, 1120-S, 1065, 1041, 706, 709 and 990PF, specifically as they relate to serving ultra-high-net-worth individuals and closely held entities, such as family limited partnerships.
Joel works with clients on complex estate and gift tax planning strategies to increase the value of current transfers for gift tax purposes, as well as reduce, where possible, the actual utilization of lifetime exemption based on client-specific needs.
Prior to joining EY US, Joel was a director for another Big Four firm responsible for providing individual income tax compliance, planning and consulting along with charitable tax planning and wealth transfer tax planning to ultra-high-net-worth individuals.
