Joe has over 30 years of business experience in public accounting, internal audit, alternative investment management and business valuation. His valuation practice is focused largely on estate and gift planning, corporate recapitalizations and employee stock ownership plans (ESOPs). Joe has been deposed and testified as an expert witness on a variety of valuation related matters, and he has successfully negotiated estate tax settlements with the Internal Revenue Service. Joe previously served on the International Board of Examiners of the American Society of Appraisers and is a past President and current Treasurer of the Western NY Chapter.