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Overview

Joe advises clients on a broad range of corporate finance challenges.

Joe draws upon his deep understanding of tax law and corporate finance to assist clients involved in a broad range of transactions, including fixed loans, revolving lines of credit, derivatives, tax credits, and financing in connection with the purchase and sale of real estate and business assets.

Joe’s corporate finance experience covers both sides of the deal table. He routinely assists lenders and borrowers, drafting and negotiating documentation in support of a variety of financing structures. He also represents clients on finance-related matters such as conducting corporate and real estate due diligence, title analyses, and property surveys mitigate potential issues that could arise during the term of the credit facility. He also provides advice to lenders in the ongoing administration of credit facilities. In addition to finance experience, Joe has advised investors on the ongoing operation and eventual sale of interests in low-income housing located throughout the United States.


Service

Education

  • J.D., University of Nebraska College of Law
    • Concentration in Tax
    • High Distinction
    • Member, Nebraska Law Review
    • Senior Member, Nebraska Moot Court Board
    • CALI Excellence for the Future Award, International Taxation
  • B.S., University of North Dakota
    • Criminal Justice
    • Magna cum laude

Admissions

  • Nebraska

Professional Memberships and Certifications

  • Nebraska State Bar Association – Taxation Section
Experience
  • Assisted with drafting, negotiation and diligence representing a large financial institution on a multi-million dollar loan to an investor/developer building a mixed-use development in an opportunity zone.
  • Assisted with the drafting, diligence and closing of a large public financing bond issuance to acquire land for development by a public-private partnership.
  • Reviewed dozens of credit facilities to advise the client on various matters relating to swaps and derivatives.
Outside the Office

In his spare time Joe enjoys all things Husker athletics, especially football and baseball. When the Huskers are not playing, he likes to spend time golfing and fishing. Joe is also a self-proclaimed weather nerd and as a new homeowner has recently discovered a love for mowing the lawn.

Community Leadership
  • Tax Preparation Volunteer, Nebraska College of Law’s Volunteer Income Tax Assistance program

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