Joe Goodman joined Adams and Reese in 2005, following the firm's expansion into Nashville. As a Partner and member of the Tax team, Joe has provided multidisciplinary, holistic professional services to high net worth families and family-owned businesses for more than 30 years. In the areas of financial, tax, investment, estate and business planning, he facilitates the communication and decision-making process for families dealing with issues that overlap the family system and the business system.
During his career, Joe has developed numerous estate plans for wealthy families. He has provided consultation services to more than 250 family-owned businesses in comprehensive successorship and estate planning matters.
Joe is a Certified Public Accountant and a Professional Financial Specialist. He also holds a Certificate in Family Advising with Fellow Status from the Family Firm Institute and is listed in Best Lawyers® - Tax Law, Trusts and Estates. Joe has been selected among the “Nation’s Top 100 Attorneys” by Worth Magazine for four consecutive years.
His other significant contributions include:
Joe frequently lectures and has spoken to the American Institute of Certified Public Accountants, the American Bar Association, Tennessee Bar Association, North Carolina Bar Association, Tennessee Federal Tax Institute, Alabama Federal Tax Institute, Million Dollar Round Table annual meeting, numerous estate planning councils as well as various national trade associations, annual conventions and civic, professional, charitable and college-sponsored programs.
Joe is a past chair of the Tax, Probate & Trust Law Section of the Tennessee Bar Association. He also is a member of the American College of Trust and Estate Council, American Institute of Certified Public Accountants, Family Firm Institute Program Chair - 2005, Attorneys for Family-Held Enterprises and Family Business Magazine Editorial Board. He has authored numerous articles in his field.
Publications
- Diversify Your Holdings to Protect Your Wealth; The Family Business Policies and Procedures Handbook; published by Family Business Publishing Company; Philadelphia, Pennsylvania, 2006
- Creating an Organization Chart for Your Business; The Family Business Policies and Procedures Handbook; published by Family Business Publishing Company; Philadelphia, Pennsylvania, 2006
- Succession: The inevitable often is the last consideration; Nashville Business Journal, June 2-8, 2006
- Rich Widows Live Forever, Legacy Publications, 2004
- Prenuptial Agreements are Alive and Well in Tennessee, Nashville Business Journal, July 2002
- Legal Guide for Small Business, co-author; American Bar Association; Three Rivers Press, New York, 2000
- So Many Books, So Little Time . . . Family Business, Summer, 2000 Old Soldiers Should Let Go in Time, Family Business, Autumn, 1999 Case Study: Being Fair to the Family, Nation's Business, June, 1999
- Estate Planning for Family Business Owners, Southeastern Family Business Institute, Brentwood, Tennessee, 1999
- The Family Business Counselor: Defining the New Professional, Family Business Review, December, 1998 feature article; Vol. XI, No. 4
- Screwy Snapshots of How Companies Work, Family Business, Autumn, 1998
- Business Succession Planning and Beyond: A Multi-Disciplinary Approach to Representing the Family-Owned Business, co-authored with Dirk R. Dreux, IV, published by American Bar Association, Chicago, Illinois, 1997
- Practice Checklist Manual on Advising Business Clients, co-authors, American Law Institute and American Bar Association, Philadelphia, Pennsylvania, 1997
- Family Business Buy-Sell Agreements, The Practical Lawyer, September, 1996; Vol. 42, No. 6
- Panel Discussion on Family Business Attorneys, Family Business, Summer, 1995
- Beyond Traditional Boundaries, Tennessee CPA feature article, January, 1995
- Monograph: Family Business Successorship and Continuity, Family Business Resources Publishing, Inc., Needham, Massachusetts, 1995
- A Life and Death Choice on Life Insurance, Family Business, Summer, 1994
- Keeping What You Earn While Giving It Away, Family Business, Spring, 1994
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