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Joseph Nardulli, CPA

Director - Tax, Wealth

Joseph Nardulli has more than a decade of public accounting experience, focusing on high-net-worth individuals, families and business entities across a broad range of industries. His expertise includes comprehensive tax planning and compliance, wealth transfer strategies, domestic and international reporting, investment and real estate partnership taxation, and multistate filings.

Nardulli also assists clients with managing complex, multi-entity financial structures and navigating tax controversy matters.

Areas of Focus

  • Complex financial structures
  • High-net-worth individuals and families
  • Real estate and partnership taxation
  • Tax controversy
  • Trusts
  • Wealth transfer strategies

Education

  • Southern New Hampshire University - Master of Science in Accounting
  • St. John's University - Bachelor of Arts in Economics and History

Industries Served

  • Closely held businesses
  • High-net-worth individuals and families
  • Real estate

Affiliations