Joan Holtz

Partner, Family Tax Advisory Group

8405 Greensboro Drive
McLean, VA 22102
703.770.0589
jholtz@argy.com

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Joan Holtz has 20 years of experience providing comprehensive financial and estate planning as well as tax compliance services to high net-worth individuals, corporate executives and business owners. She helps her clients achieve their goals in a tax efficient manner including assisting business owners with their pre- and post-transaction planning needs.

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. in 2007, Joan spent 5 years at a national tax firm affiliated with HSBC practicing in their high net worth tax practice. She began her career at PricewaterhouseCoopers where she spent 12 years in the 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 Chair of the Board and a former member of the Finance Committee and former Chair of the Audit Committee. She is also a member of the Board of Directors of Phoenix Bikes in Arlington, Virginia, where she is serves as Treasurer.

Education

• Bachelor of Business Administration, Finance, University of Notre Dame
• Masters of Accounting, George Washington University

Professional and Business Affiliaitons

• Certified Public Accountant, Maryland and Virginia

• 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

• The Campagna Center, Chair, Board of Directors

• Phoenix Bikes, Treasurer, Board of Directors

• Child Care Advisory Council for Fairfax County, Providence District