With more than 25 years of experience in public accounting and advisory practice, Joe is uniquely equipped to assist clients with overcoming their tax and financial planning challenges. Joe’s experience includes working with high net worth individuals, businesses and the families who own them to attain greater financial independence and mitigate the dilutive effects of taxes. He has served a variety of industries including medical practices, dental practices, manufacturing and distribution, and technology.
Prior to joining Elliott Davis, Joe was the director of tax and financial planning for a wealth management firm and a senior manager with a Southeast accounting firm.
Education, Credentials and Special Training
Certified Public Accountant
Certified Financial Planner™
B.S., Accounting, Wake Forest University
Civic and Community Activities
Finance Committee Member, United Way of Central Carolinas
Investment Committee Member, United Way of Central Carolinas
Member, Professional Advisors Cabinet
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Financial Planning Association
Authored by Joe Wall, Jr.
Tax Considerations when Purchasing Aircraft
Nov 09th, 2023
In today's fast-paced business world, air travel has become a vital tool for executives and entrepreneurs seeking efficiency, flexibility, and accessibility. While owning or leasing…