Joe Velkos

As the National Tax Director, Joe is responsible for coordinating the tax activities of the Trust Tax department in the production of tax reporting for Key Wealth’s fiduciary and individual tax clients.

Joe draws on more than 25 years of experience as a trusted business partner to family-owned companies and high-net-worth individuals by delivering comprehensive tax, financial planning, and management advisory services to clients to maximize capital preservation and minimize income taxes. He has extensive experience with S Corporations, partnerships, gift, trusts, and individual taxation.

Joe received his B.B.A. in Accounting from Cleveland State University and is a member of the American Institute and Ohio Society of CPAs.