Joan Holtz

Tax Partner, Private Client Services

CPA, CFP

BDO Greater Washington D.C. Office

703-770-0589

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Executive Summary

Joan Holtz has 20 years of experience providing comprehensive financial and estate planning as well as tax compliance services to high-net-worth individuals, corporate executives and business owners. She helps her clients achieve their goals in a tax-efficient manner, including assisting business owners with their pre- and post-transaction planning needs.

In addition to serving clients, Joan has conducted seminars on a variety of tax and financial planning topics including stock option planning, retirement planning and minimum distribution planning. She is the author of “FLP Issues and Opportunities” appearing in The Tax Advisor magazine (April 2003). She was also a participant in the 2005 and 2006 Hariton Estate Planning Forum Series.

Before joining BDO, Joan served as a partner at Argy, Wiltse & Robinson, P.C. She also spent five years at a national tax firm affiliated with HSBC practicing in their high-net-worth tax practice. She began her career at PricewaterhouseCoopers where she spent 12 years in the Personal Financial Services group in the Washington, D.C. office.

Professional Affiliations

American Institute of Certified Public Accountants
American Institute of Certified Public Accountants Executive Personal Financial Planning Committee, Former Member
DC Estate Planning Council
Maryland Association of Certified Public Accountants
Maryland Personal Financial Planning Committee, Former Member
Virginia Association of Certified Public Accountants

Education

M. Acc., George Washington University
B.B.A., Finance, University of Notre Dame 

Community Involvement

Child Care Advisory Council for Fairfax County, Providence District, Former Member
Phoenix Bikes, Member, Past Chair, Board of Directors
The Campagna Center, Past Chair, Board of Directors