Leadership

Joshua Plunk 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. Many years later, he now has experience focusing on individual, estate and tax planning and compliance while specializing in high net worth individuals and family groups.

Joshua often serves as a reviewing editor and contributing editor for various estate planning and compliance publications that are published by the Practitioner’s Publishing Company.

• Certified Public Accountant (CPA)

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TXCPA)
• Fort Worth Business and Estate Council

• B.B.A. in Accountancy, Baylor University
• M.S. in Accountancy, Baylor University

• “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