Instructor Details

Joseph Walloch
Joe Walloch, CPA, MBA, MBT, speaks and teaches across the United States and internationally on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. Joe is known as "America's Tax Answer Man" for his willingness to be a resource for tax answers to seminar participants' most complex tax questions. He has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Recently, Joe testified before Congress as an expert witness on the Alternative Minimum Tax as official representative of the AICPA. Joe is President and CEO of Walloch & Associates in Redland, California, and been a CPA for 39 years. He specializes in income and estate tax planning, expert witness assignments, litigation support, quality control review, and second opinion assignments. Joe is Professor of Advanced Taxation and Advanced Financial Accounting at University of California, Riverside and chair of the AICPA Individual Income Tax Technical Resource Panel for 2007–2008. He has had numerous articles published in tax periodicals, has authored two tax videos, and has been quoted as a tax authority in USA Today, CNN’s MONEY magazine, and on TV and radio. In May, 2011, Joe received the AICPA’s Sidney Kess Award for Excellence in Continuing Education.