Joe has been in public accounting for more than thirty years and has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He has considerable experience with individual income taxation and is particularly knowledgeable about federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses.
Joe has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership reorganizations and liquidations, and international tax matters. While in public practice, he served for many years as an adjunct member of the faculty with Duquesne University’s MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University's Master of Science in Taxation program. His course load included Corporate Taxation, Advanced Corporate Taxation, Reorganizations (Mergers and Acquisitions), Taxes as a Basis for Managerial Decisions, Taxation of Property Dispositions, and Taxation of Derivatives. He is also a published author of CPE/CLE texts and industry articles, and a frequent speaker in the continuing education context.
Joe’s background also includes significant experience in ERISA and employee benefits, as well as representation before the Internal Revenue Service and Department of Labor. He also has significant litigation support experience, including civil litigation, family law practice, criminal tax defense, and pre-trial assistance (such as assistance in the discovery and deposition process).
Areas served: natural resources, manufacturing, distribution, high technology, securities, and employee benefit plans.
Joe joined Sisterson in 2006. "Building and expanding relationships is paramount at Sisterson," he says. "I've worked at several different companies, and nowhere have I seen a better use of teams than here."
Joe and his wife have two children and live in the South Hills of Pittsburgh.
Education
- B.S. in Business Administration - Robert Morris University
- Juris Doctor – University of Pittsburgh School of Law
Professional Certifications
- Certified Public Accountant (Pennsylvania)
- Licensed Attorney in the Commonwealth of Pennsylvania
- Certified Valuation Analyst
Professional Affiliations
- American Bar Association
- Pennsylvania Bar Association
- Allegheny County Bar Association
- American Institute of Certified Public Accountants
- Pennsylvania Institute for Certified Public Accountants
- National Association of Certified Valuation Analysts
- Institute of Management Accountants
- Allegheny Tax Society
- Pittsburgh Tax Club
- PIOGA (Pennsylvania Independent Oil and Gas Association) Member