Overview

Joe joined the firm in 1986 and became a Director in 1997. As one of the firm’s tax specialists on a variety of corporate, partnership and individual tax issues, Joe advises business owners and their key executives on tax compliance, transaction and business structuring, as well as strategic business and management consultation across a number of industry sectors. When necessary, he also represents taxpayers in matters involving the Internal Revenue Service and state taxing authorities.

Joe has significant expertise in a variety of highly-specialized tax services. In addition to helping clients with these matters, he has authored blogs on manufacturing tax credits, year-end tax planning topics, alternative minimum tax and tax basis issues related to pass-through entities (S Corporations and LLCs).

Proactive

Joe continually looks for new ways to leverage technology and to help his clients improve their bottom lines. Widely respected for implementing innovative solutions, Joe’s philosophy includes finding multiple potential solutions to finite challenges and then walking his clients through the pros and cons of each option to help them to choose the best path based on their goals.  This approach has helped his clients achieve greater operational efficiencies, reductions in tax liability and enhanced profitability.

At the office, Joe also plays a significant role in coaching and mentoring staff so that they can develop into the firm’s future leaders and directors.

Outside of the Office

When time permits, Joe enjoys travelling outside of the Chicago area to visit the many Waffle Houses throughout the U.S.

Certifications & Licenses

• Certified Public Accountant
• Illinois Life and Health Insurance License
• Series 65 Uniform Investment Adviser Law Examination

Memberships & Affiliations

• American Institute of Certified Public Accountants
• Illinois CPA Society

Honors & Awards

• Joe was awarded an Elijah Watt Sells Award with high distinction from the AICPA for outstanding scores achieved on the Uniform Certified Public Accounting Examination

Education

• B.S., with honors, Accounting, University of Illinois at Chicago
• M.S., with distinction, Taxation, DePaul University

Blogs

Illinois Restaurant Association’s Update on “Happy Hour” Law

The Illinois Restaurant Association issued a press release earlier this week regarding an update to part of Illinois’ Liquor Control Act, also known as the “Happy Hour” law.

Payroll Tax Happy Hour!!

Kompai! Prosit! Na Zdrowie! Cheers! No matter how you say it, there is plenty to raise your glass about. The new tax law passed by Congress and signed by the President at the end of December provided for, amongst other nuggets, a payroll tax cut. Let me give you yet another excuse to raise your glass in toast by telling you how this will benefit us as taxpayers.

Client Alerts

Illinois Estimated Tax Payment Rules for 2020

As we previously reported, Illinois extended the filing and payment deadline for 2019 income tax returns to July 15, 2020. However, Illinois did not extend the due date for taxpayers who need to remit estimated tax payments for calendar year 2020.