Joe specializes in advising private equity, infrastructure funds, and corporate clients on numerous tax aspects of mergers and acquisitions including reorganizations, acquisition and disposition planning, cross border investments, repatriations, tax modeling, restructuring and bankruptcy tax planning.
Joe’s clients cover a broad range of industries that include manufacturing, distribution, construction, transportation, business services, transaction processing, marketing services, telecommunications, industrial products, and financial services.
Joe also has extensive experience advising private equity clients on domestic and cross-border transactions involving tax due diligence, tax structuring and tax/financial modeling. He has also advised clients on multi-national investments including a wide variety of tax aspects including tax efficient financing structures, foreign tax credit planning, local country tax planning, and transfer pricing.
Prior to being a Senior Advisor at Leo Berwick, Joe worked at a global law firm and a Big Four accounting firm where he focused on the tax aspects of Mergers and Acquisitions.
Joe holds a B.A from Colorado College where he majored in Economics. A J.D. from the University of Southern California, and a LLM in Taxation from New York University.