Joseph Agrella
Vice President at Wilica Inc.
- Role
- Vice President at Wilica Inc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Joseph Agrella
Experienced family office executive with expertise in federal and state income, estate, and gift tax planning, compliance, and consulting. Specifically ultra high net worth individuals/families and the passthroughs under their managnement. My particular interest include MLPs and their GP sponsors, well known personalities such as athletes and entertainers, and serial entrepreneurs. Specialties: Family office consulting/compliance for partnerships, S-Corps, private C-corps, MLPs, individuals, trusts, and estate tax planning. Cash flow management and planning, relevant and timely management reporting, and strategic planning and implementation.
Experience
Vice President
Jan 2019 — Present
Oversight of all family office functions and personnel. Work closely with family and staff to set and obtain goals for the office. Balance office operating budgets with users budgets for professional services to ensure highest level of value to family while retaining top talent. Continuation of other responsibilities.
Education
University of Houston
MS, Accounting
2003 — 2008
Skills
- Auditing
- Trusts
- Tax Research
- Finance
- Cpa
- S Corporations
- Corporate Tax
- Tax
- Estate Tax Planning
- Tax Accounting
- Tax Preparation
- Management
- Accounting
- Gift Tax
- High Net Worth Individuals
- Financial Reporting
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