Certified Public Accountant Joe Bindl is a Tax Planning Associate. At Retire SMART, this is serious business. The “T” in a SMART plan stands for tax-efficient planning. Whether it’s for an individual, a household, or a business, we pride ourselves on being cutting-edge when it comes to tax planning. Joe is in the middle of that action, providing, as he describes it, “strategic tax planning to help clients optimize tax positions and ensure compliance with evolving regulations.” That fits well with Joe’s passion for “helping people through complex situations and making it simple.”
Joe’s bachelor’s degree at Concordia University in Nebraska focused on accounting, business, and finance. He was an Academic All-American who graduated with highest distinction. He enjoys a variety of sports and outdoor activities, and loves the “work hard, play hard” culture at Retire SMART.