Wisdom is not a product of schooling but of the lifelong attempt to acquire it. – Albert Einstein
Josh is a Senior Manager in the firm’s tax practice and provides consulting, planning and compliance services. He works with businesses in a variety of industries including real estate, hospitality, construction, distribution, manufacturing, retail, and service companies with both U.S. and International operations. He works with businesses with both passive and active owners including multi-generational families, closely-held and portfolio companies of private equity firms. He is the tax point of contact for his clients working closely with them to deliver on the overall tax goals and objectives for the business – at any stage – and the owners, offering a technical and practical approach. He is in charge of the overall tax planning, transaction assistance and tax efficiency and minimization strategies including entity choice and structure, restructuring, mergers, acquisitions, and dispositions (complete and partial) for his clients. He has experience with all business structures including S Corporations, C Corporations, partnerships and limited liability companies.
Josh is a key member of the firm’s task force for the 2017 Tax Cuts and Jobs Act including writing articles, training and presenting internally and externally on the new 20% qualified business income deduction, the vastly expanded business interest expense limitation and other tax reform topics.
Josh earned a bachelor’s degree in accounting and Master in Business Administration from Husson University.
Three Things You Don’t Know About Me:
- I am proficient in American Sign Language.
- I have not decided on my favorite place to travel – too many to see!
- I am a big fan of learning something new every day.