Joe is a Partner in our Tax Group. He joined Fazzari + Partners LLP in 2014 and established himself as a valuable member of the team. He qualified for his CPA, CA designation in 2017 and transitioned to Partner in 2021. Joe completed CPA Canada’s In-Depth Tax Course (Levels I, II and III) in 2019 and is currently pursuing a Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP) Canada.
Joe is the lead on tax articles published by our firm to keep clients up to date on the latest tax issues and has also contributed to publications by the Canadian Tax Foundation. Joe has also participated as a panelist on various tax seminars including the Fazzari + Partners LLP annual tax update offered to CPA’s in our area and the City of Toronto Covid Stimulus Advisory Committee Accountant Panel.
Joe is a trusted advisor and has developed significant expertise in the field of taxation, with an emphasis on private enterprises. Joe advises clients in a variety of industries on:
- Tax planning and compliance for owner-managed businesses
- Corporate reorganizations
- Trust structures
- Estate and succession planning
- Tax dispute resolution
- Tax planning for separation or divorce
- Indirect tax planning and compliance
- Due diligence and mergers and acquisitions