Jorns & Associates
Joe Hebert has extensive experience in the financial and insurance sectors, currently serving as a Referral Partner at Jorns & Associates since October 2022. Alongside this role, Joe has been a Referring Partner at MedXPrime Revenue Recovery since January 2018 and has held the position of Independent Certified Representative at Insurance and Annuities Tax Free Retirement Income since December 2006. Joe's professional focus includes life insurance, annuities, and tax-free retirement income solutions. Joe earned a Bachelor of Business Administration in Business Administration and Management from the University of Massachusetts Amherst, where studies took place from 1971 to 1976.
Jorns & Associates
There are many companies that offer tax credit and incentive consulting services. There are very few that are 100% focused on it. We are in this elite, rare category. Comprised of tax credit veterans with decades of industry experience serving clients of all sizes and in virtually all industries, Jorns & Associates specializes in helping employers obtain federal and state tax credits as well as disaster relief incentives. With an executive team made up of thought leaders who have made significant contributions to the tax incentives industry, Jorns & Associates’ mission is to provide the best service available and to achieve maximum value for its clients. Our process involves researching each piece of legislation to understand the qualifications for each tax credit opportunity in-depth. This information is then recorded in our innovative, proprietary software so each client candidate, new hire, and location can be matched against the latest eligibility requirements and applicable incentives.