Are you part of the 46% of 401(k) investors who are unaware of where your money is going? According to a recent CNBC survey, nearly half of all participants in this critical retirement savings plan might be in the dark about their investments. The 401(k) plan, named after a section of the U.S. tax code, […]
Joe has 30+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.