Our Team

Joe has been in public accounting for more than thirty years and has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He has considerable experience with individual income taxation and is particularly knowledgeable about federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. Joe has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership taxation, and international tax matters. While in public practice, he served for many years as an adjunct member of the faculty with Duquesne University’s MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University's Master of Science in Taxation program. Joe is a nationally recognized tax instructor for Surgent and for AGN International, the international network of firms to which Sisterson belongs. He is also a published author of CPE/CLE texts and industry articles.

Joe’s background also includes significant experience in ERISA and employee benefits, as well as representation before the Internal Revenue Service and Department of Labor.  He also has significant litigation support experience, including civil litigation, family law practice, criminal tax defense, and pre-trial assistance (such as assistance in the discovery and deposition process).

Areas served: natural resources, manufacturing, distribution, high technology, securities, and employee benefit plans.

Joe joined Sisterson in 2006. "Building and expanding relationships is paramount at Sisterson," he says. "We view our clients not only as business partners, but also our friends. We are a forward-thinking group, which allows us to exceed the high standards to which our clients hold us. I am proud of that!"

Joe and his wife live in the South Hills of Pittsburgh. They have two children who also reside in the South Hills.

Education

• B.S. in Business Administration - Robert Morris University
• Juris Doctor – University of Pittsburgh School of Law

Professional Certifications

• Certified Public Accountant (Pennsylvania)
• Licensed Attorney in the Commonwealth of Pennsylvania
• Certified Valuation Analyst

Professional & Community Involvement

• American Bar Association
• Pennsylvania Bar Association
• Allegheny County Bar Association
• American Institute of Certified Public Accountants
• Pennsylvania Institute for Certified Public Accountants
• National Association of Certified Valuation Analysts
• Allegheny Tax Society
• Pittsburgh Tax Club
• Surgent - National Instructor