Joseph Medina CPA
Managing Director, National Tax - Private Client Services, Ernst & Young LLP
Joe has spent his over fourteen year career advising multi-generational families, closely-held businesses and their owners, and high net worth individuals in both their income and transfer tax needs.
As an advisor, Joe supports his clients on a number of topics including, family office structuring, succession planning, post-mortem planning, and charitable/legacy gifting. Joe has extensive experience in the impact of pass-through investments on their owners, stock based compensation, and charitable contributions.
Joe regularly develops and delivers both internal and external presentations on recent developments on legislation, case law, and other guidance in the estate, gift, trust, and individual income tax arena.
Joe is a Certified Public Accountant and received his Bachelor of Business Administration and Masters of Science in Accountancy from Texas A&M University. He is a member in good standing of the AICPA.
Appearances
IdentificationNTA1921DateNovember 13, 2019Practitioners often interact with family offices of clients and are sometimes asked to provide tax and legal advice with respect to the structure of family offices. This session will provide a big picture primer for the tax practitioner who works with family offices and their functions…Speakers
N. Todd Angkatavanich, J.D., LL.M. (Taxation)Partner, McDermott Will & Emery LLPRichard L. Dees, J.D.Partner, McDermott Will & Emery LLPJoseph Medina, CPAManaging Director, National Tax - Private Client Services, Ernst & Young LLP$49Standard Price
