Joe Walloch, CPA, MBA, MBT, speaks and teaches across the United States and internationally including the Peoples Republic of China on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. Joe is known as "America's Tax Answer Man" for his willingness to be a resource for tax answers to seminar participants' most complex tax questions. He has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Walloch is prolific author who has written hundreds of tax articles for publication such as the Journal of Accountancy and the AICPA Tax Advisor. He is a very active practicing tax professional consulting on tax issues, and is known for his energetic teaching style highlighted by real-life practical examples.

For more than 20+ years I have had the privilege of serving the financial and business needs of companies ranging from start-ups to multi-billion-dollar enterprises. Having been both "in" and "out" of the trenches, I come to the table with a respectful appreciation as to the differing roles, their limitations, and their unique contributions.

Over the years of my career, I've sought (and will continue to do so) educational excellence in the hopes of bringing something unique to the table: A broader and healthier appreciation for varying disciplines. The additional experiences and education have granted me the ability to see things through a slightly broader lens will not losing focus on how best to focus my specific skill sets. The end result is a true appreciation on how to balance such things as the competing needs and wants of a business and that of its investors.