Profilo
Josh provides strategic, practical and efficient recommendations for clients’ complex tax matters. Josh counsels clients on all aspects of tax and business issues related to joint ventures, mergers, acquisitions and restructurings, domestic and cross-border. Josh spends significant time representing investors and operators in real estate and private equity joint ventures including partnership agreements, key employee agreements and development agreements. Josh also advises tax-exempt organizations facing complex legal and tax issues.
Drawing on his years of experience in private practice and in Big Four accounting firms, Josh structures acquisitions, dispositions, capital raises, business divorces and business life cycle events with the goal of protecting each client’s interests and promoting tax efficiency. He also advises nonprofit founders and supporters on tax and legal steps for efficient formation and operation of tax-exempt entities. Additionally, he advises tax-exempt entities on tax structuring considerations regarding commercial joint ventures.
Josh represents clients operating in a broad range of industries, both strategic and financial. In the strategic area, Josh has particular experience in the areas of real estate, health care, manufacturing and services. In the financial area, Josh regularly works with private equity funds, hedge funds and venture capital funds across a broad spectrum of industries.
Concentrations
- Partnership, corporate and limited liability company (LLC) formations, restructurings, and liquidations
- Inbound and outbound cross border mergers, acquisitions, reorganizations and joint ventures
- Federal taxation
- International taxation
- Texas and state and local taxation
- REITs
- Private equity
- Exempt organizations
Competenze
Esperienze Professionali - Attività Accademiche
- Advised domestic REIT in $600 million acquisition and development of mixed-use property.
- Advised domestic REIT in series of acquisitions of self-storage facilities.
- Advised joint venture of Invesco and L+M Development on $325 million acquisition of Manhattan apartment complex portfolio.
- Advised foreign REIT on structuring of joint venture investment in U.S. real property.
- Represented private equity funds in tax aspects of investment, acquisition and divestiture transactions.
- Represented private equity fund in acquisition of industrial and environmental services company.
- Advised private equity fund in acquisition and restructuring of utility construction company.
- Advised private equity funds and real estate funds on tax structuring of key executive tax-deferred equity incentive plans and structuring opportunities.
- Conducted tax planning and structuring on acquisitions of U.S. and foreign business by private equity clients.
- Conducted tax planning on inbound investments and acquisitions of U.S. real estate including advising on financing, structuring, and tax reporting.
- Negotiated and drafted company and LLC agreements for U.S. and foreign partners and shareholders including drafting of waterfall provisions, profits interests, management agreements and incentive plans.
- Wrote tax opinions regarding securitization offerings.
- Advised REITs on tax due diligence and structuring considerations of acquisitions of U.S. real estate projects.
Riconoscimenti e Premi
- Listed, The Best Lawyers in America, "Ones to Watch," Tax Law, 2021-2025
- Listed, Super Lawyers Magazine, Texas Super Lawyers, "Rising Stars," 2022-2024
- Team Member, a Law360 "Real Estate Practice Group of the Year," 2023
- Texas Bar Association, Tax Section
- American Bar Association, Tax Section
Formazione
- LL.M., Taxation, Georgetown University Law Center
- Laurea magistrale in Giurisprudenza, Washington University in St. Louis School of Law
- Diploma di maturità, Emory University
- Texas
- District of Columbia
- U.S. Tax Court