Joseph Medina
Partner @EY
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WORK HISTORY
Partner @EY
EDUCATION
Texas A&M University
Master of Science (MS), Accounting - Tax
Texas A&M University
Bachelor of Business Administration (BBA), Accounting
ABOUT JOSEPH MEDINA
Joe is a Partner in EY Private. He has more than 20 years of experience supporting multigenerational families and closely held businesses and their owners regarding their income and transfer tax needs. Joe supports clients and has extensive experience in a number of tax issues, including family office structuring, succession planning, postmortem planning, and charitable and legacy gifting. Joe regularly develops and delivers both internal and external presentations about recent developments in legislation, case law and other guidance in the estate, gift, trust and individual income tax arena.Joe is proud to have recently accepted an appointment to the AICPA’s Tax Executive Committee.
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