Who is Your Advisor?

Joe Kocsis is a highly accomplished professional with a diverse background in engineering, real estate, and finance.

Beginning his career as a Commercial Real Estate Broker in Manhattan, Joe gained valuable experience in the intricacies of the real estate market.

Driven by his personal experience as a landlord and the challenges associated with personally managing over 50 investment properties, Joe can empathize with the overwhelm many of his clients face with their own rentals.

But limited access to reliable information on the latest tax mitigation strategies has often forced these investors to either hold onto their properties indefinitely, or even worse, just sell and pay the taxes.

This realization led Joe to pivot his Financial Advisory career – which now spans 3 decades – and specialize in the lesser-known tax mitigation strategies available to us, including DSTs and QOFs, because the field is so underrepresented.

Joe seamlessly integrates his expertise in Tax Mitigation and Financial Advisory through custom tailored solutions for sellers of highly appreciated assets.  His extensive knowledge of the options available to Accredited Investors has helped his clients avoid expensive tax consequences resulting from the sale of their properties, businesses, stocks and even cryptocurrency – anything that generates a capital gain.

With a commitment to continuous learning and professional development, Joe stays at the forefront of industry trends, tax laws and regulations.  This gives him the ability to incorporate any new tax-mitigation vehicles that may become available to us directly into his models in order to solve for each clients’ unique needs.

In his spare time, Joe indulges in his passions for traveling and skiing, finding solace in the mountains and exploring new destinations.  He also enjoys fishing and hiking, immersing himself in the beauty of nature.  Joe nurtures his creative side through painting and finds joy and relaxation in playing the piano.

With his well-rounded background, real estate acumen, and focus on tax mitigation, Joe is a trusted advisor in the realm of business and finance. His ability to navigate the complexities of tax regulations, combined with his dedication to client success, sets him apart as an invaluable resource for individuals and businesses seeking to optimize their financial outcomes.