Overview
Joe has been representing corporate and individual clients in tax and transactional matters for over 20 years. He represents everyone from small family owned businesses to large multinational companies, which gives him an all-encompassing perspective on the variety of issues clients face.
As an attorney and accountant, Joe enjoys accepting the role of trusted advisor to businesses and individuals. This role allows him to partner closely with his clients to make sure that any issue is properly addressed. He advises both companies and individuals on a range of tax compliance matters related to audits, ruling requests, tax exemptions, private foundations and various federal and local tax disputes. He also counsels beneficiaries and trustees as they consider critical personal, legal, and financial decisions, including tax and administration issues.
Joe counsels business in all phases of a business’s life-cycle, including choice of entity, formation, owner and employee agreements, business succession, mergers and acquisitions and dissolution. He also counsels banks throughout the Midwest to provide cost effective, attorney prepared and reviewed documents for SBA and conventional loans of all sizes. He also represents banks in loan workouts.
Outside of the office, Joe spends time with his family and coaches his children in youth sports.
Experience
Membership & Involvement
- Member: The Missouri Bar Association; Illinois State Bar Association; United States Tax Court; Missouri Bankers Association; Veiled Prophets of St Louis; Knights of the Cauliflower Ear; Estate Planning Council of St. Louis
- Board Member: Chaminade College Prep Hockey Club
- Director, Secretary: Code Smile
- Treasurer, Executive and Finance Committee: Paraquad, Inc. (2010-2019)
Honors
- Selected to The Best Lawyers in America® in Trusts and Estates: 2024, 2025
- Selected to The Best Lawyers in America® in Tax Law: 2025
Resources & Insights
Alerts
Speaking Engagements
Blog Posts
Education on Demand
The Biden Administration’s tax policy and proposed revisions will impose dramatic changes on how we manage compensation and individual taxes.
Firm News
- 108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America
We are proud to congratulate 108 of our attorneys on being recognized by Best Lawyers® in 2025 in America.
- 88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America
We are extremely excited to congratulate 88 of our attorneys on being recognized by Best Lawyers® in 2024 in America.
- Planning for the Future: Managing Your Healthcare with Advance DirectivesPlanning for the Future: Managing Your Healthcare with Advance Directives
A comprehensive estate plan provides how your estate is handled in the event of death or incapacitation. It also establishes your desires for how medical and life-sustaining treatments are communicated and administered. These medical choices are communicated through a series of written documents sometimes referred to as advance directives. Advance directives are time sensitive documents and must be executed before loss of capacity or ability to communicate your wishes.
Services
Education
St. Louis University School of Law, J.D., 2000
Indiana University, B.S., Accounting, 1997
Admissions
- Missouri
- Illinois