Experience Reliability
From his early days as an accountant, Josh has been motivated by the relationships he has formed with clients, mentors and colleagues. Working with sophisticated, high net worth individuals and family offices offers unique and intriguing opportunities that allow Josh to interact more with people and work on different projects each day.
Josh is a tax director who has been with the firm’s individual tax group for six years. He has over ten years of tax experience with a focus on high net worth individuals, trusts, private foundations, public charities, and estate planning.
A licensed CPA in Maryland, Josh received his B.S. in accounting with honors from Touro College in New York. He is an associate member of the Tax Division Exempt Organizations Tax Technical Resource Panel for the American Institute of Certified Public Accountants. He is also a member of the Maryland Association of Certified Public Accountants and the Baltimore Estate Planning Council.
Josh resides in Baltimore County, Maryland, with his wife and four children. He has a strong appreciation for music and enjoys spending time with family and friends in his free time.
