My favorite vacation spot is in a tiny village in southern Italy on the Adriatic Sea where I was born. It’s about 60 miles east of Naples with rolling hills and beautiful sunsets. On a clear day, sitting out on my cousin’s patio, you can see for miles. Family congregates there from Italy, Germany, Switzerland and the US where we just sit and talk with glasses of wine. Perfecto!
Joe joined the firm in 2017 with over 35 years of experience working with nonprofit organizations in the human services, healthcare, education, and cultural sectors. Joe provides tax consulting services that are dedicated to improving the accountability and efficiency of tax-exempt organizations, including counseling on their ongoing compliance with federal, state, and local agencies. Additionally, he has expertise in the area of intermediate sanctions and salary compensation studies and their reporting compliances. Joe has been a featured speaker and author for newsletter and journal articles on the topics of tax planning/compliance/consulting/multi-state registrations/lobbying.alternative revenue (UBI) and executive compensation. Joe is currently a Board Member of Bridges Homeward, Inc. (Formerly Cambridge Family and Children’s Services, Inc.) and a former board member of Montserrat College of Art, Inc. Kestrel Educational Adventures, Inc. Joe also volunteers and provides pro bono consulting services to various nonprofit Boards.
Outside The Office
Joe has lived with his wife, Ann, for over thirty years in Woburn. Originally from the world-renowned city of Medford, MA. Joe and Ann have two grown children, Michael and Allyson. Michael is a chemist and is married to an amazing daughter-in-law, Cathy. Allyson is a Project Coordinator at Beth Israel Lahey Health. And soon to be a Yoga Instructor! Joe leisurely tends to his garden in Woburn while reading many books on various subjects and topics. In the summertime, you will find Joe and his family and friends relaxing at their home in Maine. If you are in the neighborhood, come on by and say hello!
Education
- Bachelor of Science in business administration with a concentration in accounting from Suffolk University
- Master of Science with a major in taxation from Bentley University
Professional Affiliations
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
- Board Member of the Bridges Homeward, Inc. (Formerly Cambridge Family and Children’s Services, Inc,)
- Board Member of Montserrat College of Art, Inc.,
- Board Member of Kestrel Educational Adventures, Inc.
- Essex County Community Foundation’s County Leadership Council Member
- Volunteers pro bono at various charities
