Joe is chair (effective July 1, 2017) of the Estate and Succession Planning group and serves on the firm’s Executive Committee. He focuses his practice on estate and business succession planning and provides counsel to high-net-worth individuals, closely-held business owners, corporate executives and not-for-profit organizations. His background in both the financial and legal worlds offers a unique perspective resulting in exceptional value to his clients. Joe works diligently with his clients and their advisors to develop creative legal strategies and tax-aware solutions to achieve their wealth transfer and business transition goals.
Joe’s broad-based approach incorporates progressive strategies with time-tested estate planning techniques to achieve his clients’ desired results. His wide-ranging skills and practical experience allow him to integrate diverse disciplines including estate plan design and implementation, tax accounting and compliance, process-oriented succession planning, employee benefits and executive compensation, personal wealth management, family governance, business organization and governance, retirement planning, investment planning, and risk management.
Joe frequently writes and speaks on tax and estate planning matters, and has addressed the Cleveland Tax Institute, The Cleveland Estate Planning Institute, The Ohio and Cleveland Society of Certified Public Accountants and The Northern Ohio Planned Giving Council. He is a member of the American, Ohio, and Cleveland Metropolitan Bar Associations, The Estate Planning Council of Cleveland and the Tax Club of Cleveland. Most notably, he is responsible for the annual update of the Cleveland estate planning community on the proceedings of the annual Heckerling Institute on Estate Planning. Joe is a past president and trustee of The Estate Planning Council of Cleveland and was chairman of the 2011 CMBA Estate Planning Institute. In 2015, Joe was honored with the Distinguished Estate Planner Award by The Estate Planning Council of Cleveland. Over the years, he has been involved with various community organizations, including his current work with the Cleveland Clinic Partners in Philanthropy, University Hospitals Diamond Advisory Group and the Planned Giving Advisory Board of the American Red Cross (Cleveland).
Prior to joining Calfee, Joe practiced as a public accountant for more than 18 years, most recently serving as vice president and director of the Wealth Center at Meaden & Moore, Ltd., a CPA and business consulting firm. Joe joined Calfee in 2015.