Joe is a Director in FGMK’s Tax Practice with over 10 years of experience in tax compliance and advisory. He leads tax strategy for a wide range of clients, providing both compliance services and proactive advisory solutions to help businesses and individuals navigate complex tax regulations.
Joe specializes in working with closely held pass-through entities, corporations, high-net-worth individuals, and trusts. He advises clients on critical areas such as transactions, due diligence, restructurings, and succession planning. Additionally, Joe has a strong background in multi-state tax planning and has successfully secured tax credits for clients across multiple jurisdictions, maximizing tax savings and minimizing liabilities.
Joe brings extensive experience to the manufacturing and distribution and food and beverage sectors, offering tailored tax solutions to address the unique challenges these industries face.
Before joining FGMK in 2026, Joe served as a Tax Principal at Grassi & Co. in their Long Island, NY office.