Who We are
Founder, author and attorney, Joseph J. Dadich, has worked with Celebrities, Political Figures, Entrepreneurs and your hard-working families with a solution-driven approach. Mr. Dadich is a recognized expert in emergency estate planning, retirement planning, income tax mitigation, asset protection and complex fraud, criminal and tax litigation
He was recently asked to Create and Host a soon-to-be-seen Docuseries for CNBC and Esquire Cable News Network working title called ‘Uncovering the Tax Secrets of the Wealthy’tm Production is set for Early 2018.
Unlike many traditional attorneys, Joe stands out by using his experience in litigating over 500 cases, which includes complex Tax/ERISA fraud matters, specialized probate contests (fraud, conversion and breach of fiduciary duty claims to name a few) and created a roadmap of success for unsuspecting clients duped into believing traditional tax deferral retirement plans are in their best interests.
Mr. Dadich has worked with a number of affluent business owners and families across the Country providing guidance and expertise in business succession, estate planning, retirement planning, tax mitigation, asset protection, tax litigation, asset protection (offshore and onshore) and business valuations. This work includes setting up traditional Estate Planning Documents, Asset Protection entities and Trusts as well as catering to higher-end Charitable trusts in an effort to mitigate affluent clients’ future estate tax issues.
Mr. Dadich has recently testified as an Expert witness for his Expertise on Tax and fiduciary duties under the Prudent Investor Rules for business owners. Further, in March 2015, he was asked to speak at an invite-only meeting of experts called ‘Get Real with Kristi Franks’ and 3-time Emmy Award Winning Director Nick Nanton at his agencies studio (The Dicks and Nanton Companies). He revealed his tax strategy for successful business owners’ paying more than $250k in taxes annually. As well as the 3 Retirement Plan Myths that CPA’s, Tax Attorney’s and wealth advisors do not know about. This show was aired in select markets for ABC, NBC, CBS and Fox affiliates.
In 2015 he was asked by one of the Nations’ top Financial Firms to create and present a marketing model for wealth advisors Nationally who market to the affluent. In the Summer of 2015 at the Financial Firms corporate headquarters he presented to an invite-only National Study Group a few of his different strategies including an S-Corp Employee Stock Ownership Trust model, Supercharged Tax-Free Retirement Planning and Private Charitable Trust models to name a few.
He is a member of 2 prestigious industries nationwide: Certified Public Accountants (CPA) and Licensed Attorney/Esquire.
Joseph is one of a handful Attorney/CPA’s in the Nation that has been successful in terminating a surviving spouse’ estate claim in complex Probate proceedings. Most recently, he has sued and argued at the 2nd highest Court in the Country (6th Circuit Court of Appeals) suing the Dept. of Internal Revenue Service to overturn a past Mayoral Candidate of Detroit’s tax fraud conviction (Tommy Barrow v. USA (Government/IRS)).
Mr. Dadich’s law firm was hand-picked to file the watershed case of Elick v. Comm’r in the U.S. Supreme Court to test a 1998 law that has failed to level the playing field of millions of taxpayers. In Aug. 2016 he won the against-all-odds (Estate of Stanley Morris v. Mary Morris) Estate case in the Michigan Court of Appeals.
He was named as Michigan’s Rising Attorney Star for 2008 and 2014 as named by SuperLawyers™ for Tax and ERISA. He serves as the V.P. of the Attorney-CPA Association’s Detroit Chapter. In 2011, Joe authored a book titled ‘Celebrity Estate Plans Gone Bad – Secrets Every Woman Needs to Prevent Emotional and Financial Turmoil When a Loved One Dies’™.
Joe has an extensive background in tax and assisting business owners for 20 plus years combined experience. In September 1998, he received his CPA license from the State of Michigan. After working in public accounting for a period of 6 ½ years he attended Thomas M. Cooley Law School in Lansing, MI. He graduated in May 2001 from Cooley’s condensed – and rigorous – two-year law program. In addition, in May of 2003 he received his Master’s of Law in Taxation (L.L.M.) from Wayne State University’s Law School. Since 2002 he has run a number of entities including his law firm headquartered in Troy, Michigan (Dadich & Associates, PLLC). As well as a couple Las Vegas, Nevada entities named RCFE1, LLC and Platinum Tax Group, LLC.
On a personal note, Joe travels frequently (not just for business) and is in the midst of writing his 2nd book. He has recently picked up learning acoustic guitar with an emphasis in modern Country Music. An avid reader and currently reading Clinton Cash (Peter Schweizer), The Defense (Steve Cavanagh), Penny Jumper (James Grippando) ‘Whale Hunt in the Desert: The Secret Las Vegas of Superhost’ Steve Cyr to name a few