Joseph J. Dadich CPA, Esq., LLM. Tax
Senior Advisor, Platinum Tax Group, LLC
Founder, author, CPA and attorney, Joseph J. Dadich, has worked with Celebrities, Political Figures, Entrepreneurs and your hard-working family’s with a solution-driven approach. Mr. Dadich is a recognized expert in Advanced Tax and ERISA Strategies for affluent business owners, Asset Protection, retirement planning, and complex fraud, criminal and tax litigation.
Unlike many transactional attorneys, Joe stands out by using his experience in litigating over 500 cases, which includes complex Tax/ERISA fraud matters, specialized probate contests (fraud, conversion and breach of fiduciary duty claims to name a few) and created a roadmap of success for unsuspecting clients duped into believing traditional tax deferral retirement plans are in their best interests.
Mr. Dadich has worked with a number of affluent business owners and families across the Country providing guidance and expertise in business succession, estate planning, retirement planning, tax mitigation, asset protection, tax litigation, asset protection (offshore and onshore) and business valuations. This work includes setting up traditional Advanced Tax Strategies, Asset Protection entities and Trusts as well as catering to higher-end Charitable trusts in an effort to mitigate affluent clients’ future estate tax issues.
Mr. Dadich has testified as an Expert witness for Tax and ERISA matters, travels the Country coaching CPA's, Tax Attorney's and trusted advisors how to use little-known 18 year-old Congressionally approved S-Corp ESOT's and has been featured on ABC, NBC, CBS and Fox Affiliates.
In the last few years he has been handpicked by the Nations’ top Financial Firms to create and present a marketing model for trusted advisors who market to the affluent. Along with creating a one-of-a-kind Affluent Marketing platform to one of the largest Financial Firms focused on strategies including an S-Corp Employee Stock Ownership Trust model, Asset Protection, Retirement Planning and Private Charitable Trust models to name a few.