Joe Y. Fernandez, MST, CPA, 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 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, 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 and earned his BA and MST degrees from Florida International University. He is affiliated with the California Society of Certified Public Accountants as well as the American Institute of Certified Public Accountants. We are very happy to have him on board as we move into our next busy tax season!