Joseph Smith grew up in Greenville, SC, but after graduating college and marrying Daina, he hit the road as a traveling respiratory therapist. Those years were fun: assignments were taken in MN, OH, LA, CT, PA, and MD, but in the process he began to gather tax clients, eventually using his accounting degree more than his RT. Eventually, his wife made him quit the hospital work, because she could see what was coming next.
Joe is driven. His Myers-Briggs personality profile is INTJ, aka "the mastermind," and fits him. Knowledge is to be constantly gained, categorized and utilized. That benefits you, our client, in that you know that he has his finger constantly on the pulse of the latest tax issues. When others read articles about the latest important tax court case, Joe has read the actual case itself. For that matter, he may have been the one that wrote the article that everyone else reads. He writes for magazines and blogs, posts on numerous tax forums, and answers dozens of emails every day.
Travel is still a big part of his life, but now it is for seminars and consulting contracts with healthcare travel firms, reviewing their reimbursement policies and even giving recruiters inservices so they understand the issues better. He and Daina have almost completed their goal of having been to all 50 states (missing 4). He has a favorite quote about travel. All the more amazing when you consider it's date:
Travel is fatal to prejudice, bigotry and narrow-mindedness...
Broad, wholesome, charitable views of men and things cannot be acquired
by vegetating in one little corner of the earth all one's lifetime.
-Mark Twain
Nowadays, home is Norfolk, Nebraska. Why a hole in the wall town in the Midwest? Travel allowed him to discover that small towns in the midwest are microcosms of major cities: everything you need sandwiched into a few square miles. If you are traveling through Nebraska between engagements, he would love for you to stop by for a visit- He will even probably take you to lunch!
The best proof of Joe's expertise is just to list you his education and credentials. It is impressive. Feel free to verify the information.
Joe's Credentials/Education:
AS Respiratory Therapy, Greenville Technical College
BA Accounting, Furman University
MA Bible, Capital Bible Seminary
Graduate Certificate in Taxation, Golden Gate University
MS Candidate in Taxation, Golden Gate University
Fellow, National Tax Practice Institute
IRS Enrolled Agent Certificate #75020
National Association of Tax Professionals Member #1000864, Phone (800) 558-3402
National Association of Enrolled Agents Member #211736-00, Phone (301) 212-9608
Continuing Education and Presentations:
Legislative "Fly In" Washington DC, May 2012 with NAEA
Workshop Leader - Staffing Industry Analysts Executive Forum, 2012
Roundtable Leader - TechServe Alliance, 2011
Speaker - Phoenix West Society of Enrolled Agents, 2011
Roundtable Leader - Healthcare Staffing Summit, 2008- 2011
Faculty - Travel Medical Professionals Convention, Las Vegas - 2008-2011
Legislative "Fly In" Washington DC, April 26 2011 with NAEA
United States Tax Court Exam, Washington DC November 2010
Graduate Taxation Courses, Golden Gate University, San Francisco
Community Involvement:
Norfolk Chamber of Commerce
Financial Review Committee
Professional Association of Nurse Travelers
Comptrollers for the only national advocacy association for Travel Healthcare Professionals
Puerto Rico Baptist College
A bilingual missions college whose graduates serve as gospel ministry leaders in
South America, the Caribbean, Spain and Hispanic communities of the US.
PRBC Foundation
Joe serves as President of the Planned Giving arm of Puerto Rico Baptist College
