Joshua L. Reidinger |
Member
Josh Reidinger joined Warren Averett in 1996 and began working within the Warren Averett Wealth Management division in July of 1999. Josh currently serves as a Vice President of this division and his primary responsibilities include developing comprehensive financial plans and managing investment portfolios for his clients. Josh also works closely with multi-generational families to maximize the transfer of wealth. In addition, Josh works with small and medium-sized businesses in areas such as entity structure, owner compensation arrangements, federal and state tax planning for the entity and owners, mergers and acquisitions and profitability enhancement.
Designations and Certifications
- Certified Public Accountant
- Series 7 and Series 66 Securities Licenses
Education
- University of Alabama at Birmingham
Masters of Accountancy - Samford University
Bachelor of Science in Business Administration - Continuing professional education in accounting, auditing and tax
Areas of Special Emphasis
- Tax compliance for businesses and individuals
- Estate and financial planning
- Retirement plan investments, design and implementation
- Investment management
Professional Honors & Affiliations
- American Institute of Certified Public Accountants
- Alabama Society of Certified Public Accountants
- Samford University Professional Advisory Board
- Birmingham Young Life Chairman
- 2009 Top 40 Under 40 Award, Birmingham Business Journal
