Joseph is a Managing Director and Tax Practice Leader at CBIZ Marks Paneth located in our New York City office, who has been servicing clients since 2002. A CPA, he is a national expert in mergers & acquisitions, tax planning and consulting, and tax services.
In this role, Joseph provides tax planning, preparation and consulting services to high-net-worth individuals, partnerships, corporations, estates, trusts and private foundations.
In addition to providing strategic tax services to his high-net-worth clients, Joseph frequently advises quick-service restaurant (QSR) franchises and their owners on efficient tax structuring, mergers and acquisitions, and other matters.