Joel provides tax consulting, planning and compliance services to a variety of privately owned commercial and real estate businesses and their owners. He has 25 years of experience helping clients meet their strategic objectives by providing them with proactive, tailored, and goal-oriented solutions.
Joel advises clients on federal and multi-state partnership and corporate issues related to choice of entity, operations, and exit planning. He has worked with businesses that operate as C corporations, S corporations, partnerships/LLCs and their respective owners/partners. He has extensive experience in industries including real estate, manufacturing, technology and professional services.
Clients rely on Joel for his real estate taxation expertise and his ability to solve complex tax issues. His shoulder-to-shoulder collaboration with developers, managers, brokers, investment funds, and operators of all types of real estate allows him to gain a deep understanding of their needs.
Joel is a graduate of Montclair State University with a Bachelor of Business Administration. He also holds a Juris Doctorate from Gonzaga University and an LLM in Taxation from the University of Denver.
Massachusetts Society of Certified Public Accountants
New Hampshire Society of Certified Public Accountants
American Institute of Certified Public Accountants
Boston Estate Planning Council