Joe has over 35 years of experience in business valuation, public accounting, banking, and financial consulting services. He is currently responsible for the business valuation and litigation support services for the firm. As a valuation specialist, he has prepared valuation reports for a wide range of purposes including business planning, business purchases, and sales, gift and estate tax returns, planning for gifts, estates and trusts, and other valuation consulting services.
Focus Areas
Valuations in Gift Tax, Estate Tax
LLCs, Partnerships
Family Limited Partnerships
S Corporations
C Corporations
Real Estate Owning Entities
Closely-Held Businesses
Investment Management Entities
Business Valuations
Business Succession Planning
Education, Certifications & Memberships
Post Baccalaureate Certificate in Accounting, Virginia Commonwealth University
Bachelor, Economics and Bible & Religion, Hampden-Sydney College
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
American Institute of Certified Public Accountants Personal Financial Specialist (PFS)
American Institute of Certified Public Accountants Certified in Financial Forensics (CFF)
American Institute of Certified Public Accountants Certified Financial Planner (CFP®)
College for Financial Planning Certified Valuation Analyst (CVA)
National Association of Certified Valuation Analysts
American Institute of Certified Public Accountants (AICPA)
Virginia Society of Certified Public Accountants (VSCPA)
The Estate Planning Council of Richmond Virginia
Private Business Study Group
National Association of Certified Valuation Analysts (NACVA)
Virginia Society of Certified Public Accountants (VSCPA)
Business Valuation & Litigation Support Task Force
Awards & Accomplishments
Virginia Business Magazine “Super CPAs”
Hobbies & Interests
ChamberRVA Henrico Government Affairs Committee - Chairman
Agecroft Hall & Gardens - Chairman and President
Reveille United Methodist Church - Finance, Budget & Audit Committees
Boy Scouts of America - Assistant Scoutmaster
Chartered Organization Representative, Heart of Virginia Council
Hiking and Camping Scuba Diving, Water Skiing, and Fishing
From traditional assurance and tax services to the latest in professional business advisory and consulting services, Brown Edwards provides you with the peace of mind you deserve.
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