Certified Public Accountant

With expertise in flow-through entities, revenue growth, brand recognition, and market and national operations, also has significant knowledge of corporate, multi-state, and international tax issues and tax law

Opportunity Zones experience includes helping current and potential stakeholders understand the rules of the program and how to best structure OZ fund

As an industry thought leader, Josh actively participates in webinar presentations, speaking engagements, and authoring articles for internal and external publications

Was previously a tax partner in the market construction and real estate practice for a tax, assurance, accounting, and advisory firm. In addition to leading the multi-million-dollar practice, served as co-leader of that firm’s national Opportunity Zone team 

Has been recognized as one of the top 25 most influential Opportunity Zone tax specialists in the country two years in a row by Opportunity Zone Magazine