Joseph is a director in Baker Tilly’s global forensics and litigation services practice. Joseph has over 20 years of experience in financial services and public accounting. He has extensive experience leading all facets of business valuation, litigation support and forensic accounting engagements for private clients across diverse industries.
- Served as an expert for the Internal Revenue Service in a federal gift tax matter. Prepared an analysis to estimate the value of a minority interest in a large Napa Valley winery
- Performed a forensic accounting investigation at the request of the Board of Directors of a California non-profit organization to verify the expense claims of the organization’s executive director
- Performed appraisals of non-profit organizations as part of the process of converting to for-profit companies Appraised controlling and non-controlling interests in closely held companies for gift and estate tax purposes
- Performs analyses of lost profits and damages in cases involving partnership, corporate disputes, and breach of contract
- Offers financial expert testimony in litigation matters
- Member, California Society of Certified Public Accountants
- Member, CFA Institute
- Member, Association of Certified Fraud Examiners
- Member, American Society of Appraisers
- Associate member, Orange County Bar Association
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Accredited Senior Appraiser (ASA)
- Certified Fraud Examiner (CFE)
Location
Orange County, CA
Education
San Francisco State University
Bachelor of Science, business analysis
Pepperdine University (Malibu, California)
Certification in private capital markets