Josh Plunk

Tax Senior Manager

Josh Plunk
Office
Fort Worth
Direct Dial
817.259.9074
Services
817.259.9074
Josh.Plunk@whitleypenn.com
Education

B.B.A. in Accountancy, Baylor University

M.S. in Accountancy, Baylor University

Joshua Plunk joined the firm in 2007 as a tax staff in the Fort Worth office. He began his accounting career as a fiduciary and estate tax accountant with a large national bank before deciding to pursue a career in public accounting. His experience focuses on wealth management and individual, gift, and estate planning and compliance. He also has experience as a Technical and Review Editor for several estate planning and compliance publications.

Professional Certifications
  • Certified Public Accountant (CPA)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Business and Estate Council
Seminars/Lectures/Publications
  • “PPC’s 706/709 Deskbook”, Practitioner’s Publishing Company, Contributing Editor
  • “PPC’s 1041 Deskbook”, Practitioner’s Publishing Company, Contributing Editor
  • “PPC’s Guide to Practical Estate Planning”, Practitioner’s Publishing Company, Reviewing Editor 

 

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