Joe Fernandez

Tax Manager – Encino

CPA, MST

Joe is an international tax manager with over ten years of tax compliance and consulting experience in planning and reporting for high net worth individuals and closely held businesses with domestic and foreign issues.

His area of expertise include pre-immigration tax planning, inbound and outbound corporate structures to minimize worldwide taxation, passive foreign investment companies (PFICs) and controlled foreign corporations.

Joe has extensive experience in working with clients and their attorneys on participation in the federal offshore voluntary disclosure initiative program (OVDI). Additionally, he advises foreign individuals investing in U.S real estate, foreign earned income exclusion, and analysis of U.S income tax treaties, foreign tax credits and Foreign Account Tax Compliance Act (FATCA).

Before moving to Los Angeles, Joe worked for the largest accounting firm in Florida. Joe holds a Bachelor of Accounting degree and a Masters of Science in Taxation from Florida International University.