Joe, a partner in the firm’s New York City office concentrates on strategic tax planning, mergers and acquisitions and sophisticated tax research for businesses and individuals. He is involved in all aspects of his clients' tax and financial planning, from the acquisition, operation, and disposition of businesses, to individual income and estate tax planning.
Joe has extensive experience with the taxation of partnerships, limited liability companies, C corporations, S corporations, and high net worth individuals. He speaks extensively on tax and strategic planning matters, and is frequently quoted by the media on tax issues.
Joe is a member of the New York State Society of Certified Public Accountants and the American Institute of CPAs. He earned both his B.S. and M.B.A. from St. John's University and is a licensed CPA in New York State.