People

Joe Skalski

Background & Experience
Joe is a partner at Large & Gilbert. He has extensive experience with estate planning, retirement planning, business succession planning, tax planning, IRS representation and wealth preservation and accumulation strategies.

A licensed attorney since 1983 and CPA since 1984, Joe practiced in Florida for nearly 20 years before moving up to Atlanta and joining L&G in 2005. Born a Jersey boy, he began his accounting career in New York in 1982 and has practiced in the Baltimore- Washington area as a computer programmer, systems analyst and CPA.

Joe has helped clients with intergenerational business planning, buy-sell agreements, entity choices and formations, conservation easements, as well as business sales, purchases and split-ups. One of Joe’s main focuses is to protect clients against the risk of wealth diversion outside of the family, whether through excessive taxation, outrageous lawsuits, or perhaps a child’s divorcing spouse.

Education
VIP program, NYU Graduate School of Business Administration
Juris Doctor, Georgetown University Law Center
B.A. in Political Science at Seton Hall University- magna cum laude

Received CPA license in Maryland in 1984

Received CPA license in Florida 1990

Received CPA license in Georgia in 2004

Organizational Involvement
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
American Bar Association, Probate and Trust Law Section
American Association of Attorneys- CPAs
The Florida Bar
Pi Foundation, Inc., Vice- President and Director
General Robert H. & K. Evelyn Gaughan Memorial Foundation, Inc., Director
Pilgrimage United Church of Christ in Marietta
Associate Member of the Atlanta Bar Association

Hobbies & Interests
A devout fan of pro baseball and football, as well as college basketball, Joe participates in fantasy football and baseball leagues. Now a great- uncle, he also enjoys hiking, bowling, pug meet-ups, playing chess, and traveling with his wife, Kim, (who is also with L&G).