Joseph Held

  • Manager, Eisner Advisory Group


Joseph Held is a Tax Manager in the Personal Wealth Advisors Services Group with more than five years of experience providing both tax consulting and compliance services relating to income tax, trust and estate, high net worth individuals and families, partnerships, including public charities and private foundations.

Joseph works with U.S. taxpayers on foreign transaction reporting, including Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance, foreign trust beneficiary statements, entity classification election, and FIRPTA withholding.

Joseph is currently working toward earning his Certified Public Accountant license.


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