Joe is a native of Westerly, Rhode Island. He is a Phi Beta Kappa graduate of the University of Rhode Island where he earned a Bachelor’s Degree in Political Science with highest distinction. Joe received his law degree from American University in Washington, D.C. and earned a Master’s Degree in Taxation from Georgetown University in 1990.
Joe has twenty-nine (29) years of experience in estate, business and tax planning. Prior to starting the firm in 1995, he was an associate at Marone, Messina & Seifel, P.C. in Farmington, Connecticut and Pepe & Hazard in downtown Hartford. Joe is the author of several articles which have been published in prominent tax journals with national circulations such as “Sale of a Business”, Commerce Clearing House, Chapter E:11; “Reducing Current Gain From Installment Sales of S Corporation Assets”, Journal of S Corporation Taxation, Summer 1992; “AMT Liability on Buy\Sell Agreements”, The Tax Adviser, September 1991; and “Purchase Price Allocations to Covenants Not To Compete Under The Internal Revenue Code Of 1986", The Tax Lawyer, Fall 1990.
Joe is a Past President of the Central Connecticut Business and Estate Planning Council and the Glastonbury Rotary Club, and is a past Chairman of the Glastonbury Education Foundation and the Glastonbury Chamber of Commerce. He is currently serving as Chairman of the Wellness Counsel of the Glastonbury Chamber of Commerce, and is a member of the Chamber’s Executive Board. Joe is a member of the Estate and Business Planning Council of Hartford and the Tax Section of the Connecticut Bar Association. He is admitted to practice law in the states of Connecticut, Rhode Island and Maryland.
Joe is the recipient of the following community service awards:
- Glastonbury Chamber of Commerce Ambassador of the Year (1999)
- Glastonbury Rotary Club Paul Harris Award (2006)
- Glastonbury Chamber of Commerce Business Person of the Year (2007)
- Glastonbury Chamber of Commerce President’s Award (2009)