Speaker
Joe Medina
Partner
EY
►Joe has spent his over twenty-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 serves on the AICPA’s Tax Executive Committee. He received his Bachelor of Business Administration and Masters of Science in Accountancy from Texas A&M University.
Sessions