April 7, 2023

Using his legal training and a decade-and-a-half of experience with complex local, state, and multi-state tax matters, Joe has saved millions of dollars for his clients. He works with a wide variety of clients, from small businesses to Fortune 500 companies, as well as high net worth individuals and not-for-profit organizations.

In addition to solving problems and finding opportunities, he educates clients to they can operate more efficiently in an increasingly complex tax environment.

Practice Emphasis

  • Multistate income/franchise tax compliance and consulting
  • Washington B&O tax consulting and planning
  • State and local tax ruling requests and advising on tax impacts of major transactions
  • Representing taxpayers in administrative appeals and negotiations with taxing authorities
  • State sales and use tax, property tax, and real estate excise tax advisory services

Proven Results

  • Manage state and city B&O tax compliance process for a major food products manufacturer.
  • Prevailed at Washington Department of Revenue Appeals Division hearing, resulting in cancellation of a substantial B&O tax assessment against a medical practice.
  • Negotiated favorable settlements with taxing authorities on an assortment of issues.
  • Obtained positive letter rulings from state taxing authorities on behalf of a broad array of Clark Nuber clients
  • Implemented restructuring that saved a Washington manufacturer over $1.5 million per year in B&O tax.
  • Obtained six- and seven-figure B&O tax refunds for a range of clients, including professional service providers and technology companies.

Education

  • University of Washington School of Law, LL.M. in Taxation
  • University of Washington School of Law, J.D.
  • Whitman College, B.A. in Environmental Studies and Politics, with Honors; B.A. in German Language and Literature

Activities

  • Board Member, Treasurer, Snoqualmie Valley Preservation Alliance
  • Member, Washington State Bar Association
  • Member, California State Bar Association