Joseph joined Fellner & Kuhn in 2018 and proves a killer part of the team. He is responsible for procedural analysis of financials, and delivers feasible advice helping clients take decisive actions toward measurable growth. Joseph holds a Master’s in Financial Analysis, and focuses primarily on ensuring a thorough technical review. He spends his time collaborating with businesses—S corps, C corps, and partnerships providing them with logical, up to date, transferrable information.
Joseph is a basketball fanatic. He’s always up for swishing some buckets or participating in a pickup game. Still a Californian at heart, he roots for the Los Angeles Lakers. He makes time for March Madness—even during busy season—and this excel master creates an impressive bracket. Joseph also has a love for long distance running and explores the northwest on foot with his Jack Russell Terrier. He spent four years in the US Army Intelligence division, and we salute his service in Operation Enduring Freedom and to our clients.
Our firm specializes in serving the accounting, tax and financial management needs of law firms, independent attorneys, and all types of legal practices. Our experienced team has a deep understanding of...read more
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If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.
In the past few months, many businesses and employers nationwide have received “no-match” letters from the Social Security Administration (SSA). The purpose of these letters is to alert employers if...
If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune.
Years ago, Congress enacted the “kiddie tax” rules to prevent parents and grandparents in high tax brackets from shifting income (especially from investments) to children in lower tax brackets. And...