Joe has over 25 years of experience serving banks, REMICs, REITs, and real estate and investment partnerships. He founded and co-leads Deloittes TARDI (Tax Analysis and Information Reporting for Distressed Debt Investments) service line serving clients and investors in distressed debt and debt securities. Joe was one of the lead specialists in the development of the tax structures and positions for the GNMA REMIC program and was one of the original strategists in the development of the Umbrella Partnership structure for Real Estate Investment Trusts. Joe has been published in a number of journals and is a contributing author to The Handbook of Commercial Mortgage-Backed Securities and has co-authored three editions of the Real Estate Investment Trusts Handbook. He is a member of the BNA Tax Management Real Estate Advisory Board and Deloittes Financial Instruments Tax Competency Group leadership team.Joe is a Certified Public Accountant in Georgia and New York. He is also a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.Joe is a Magna Cum Laude graduate of the State University of New York at Binghamton with a major in Accounting.
Like what you see? Make sure you're getting it all
Employee Benefit Adviser is the information resource for employee benefit advisers, brokers, agents and consultants.