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Joan Holtz
  8405 Greensboro Drive McLean, VA 22102 703.770.0589 jholtz@argypc.com |
Tax Partner
Joan Holtz has 18 years of experience providing comprehensive financial and estate planning as well as tax compliance services to high net-worth individuals, corporate executives and family business owners. 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).
Before joining Argy, Wiltse & Robinson, P.C., Joan worked at Wealth and Tax Advisory Services, Inc. for five years. She began her career at PricewaterhouseCoopers where she spent 12 years working in their Personal Financial Services group in the Washington, D.C. office.
Joan also finds time to be active in the local community. She is a member of the Board of Directors of The Campagna Center in Alexandria, Virginia, where she is currently Vice Chair of the Board and a former member of the Finance Committee and former Chair of the Audit Committee.
EDUCATION
- Bachelor of Business Administration, Finance, University of Notre Dame
- Masters of Accounting, George Washington University
PROFESSIONAL AND BUSINESS AFFILIATIONS
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants
- Certified Financial Planner™
- Personal Financial Specialist Credential from the AICPA
- DC Estate Planning Council
- 2005 & 2006 Hariton Estate Planning Forum Series, Participant
- AICPA Executive Personal Financial Planning Committee, Former Member
- Maryland Personal Financial Planning Committee, Former Member