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Joe counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. Joe handles sales and use tax matters in the technology industry (software as a service, cloud computing, digital products, etc.) and has represented clients in numerous multistate compliance matters.
Joe has also advised clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, and New York State’s Start-Up NY Program, Excelsior Program, former Empire Zone Program, Brownfield Tax Credit Program, and Historical Building Rehabilitation Tax Credit Program. Additionally, Joe counsels clients on their abandoned property obligations in the various states and has represented large corporations in abandoned property audits and voluntary disclosures.
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