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Overview

Joe, Chair of the Tax Credit Practice group, guides clients through all steps of complicated tax credit transactions, driving deals to completion through his extensive knowledge and commitment to exceeding client expectations. 

Joe has managed transactions across the country, from the East Coast all the way to Hawaii. He divides his practice between tax credit financed transactions and transactions that use other sources to promote community development.

Representing Community Development Financial Institutions (CDFIs) as well as other lenders, tax credit investors and developers, many of Joe’s transactions involve federal or state New Markets Tax Credits (NMTC). His experience also includes federal and state historic rehabilitation tax credits, and Joe is extensively familiar with the regulations and requirements set by the National Park Service and the Treasury Department’s CDFI Fund for these projects.

Joe regularly negotiates bridge loans and other pre-development loans to support the acquisition and construction of affordable housing, which use various federal funding sources including the CDFI Fund’s Capital Magnet Fund. Joe has also advised clients on structuring projects within federal Opportunity Zones.

From the initial structuring to the negotiation of business and legal issues, Joe handles all facets of a deal. He also manages post-closing issues and ongoing tax credit compliance requirements. Clients value Joe’s management skills as he efficiently oversees and leads transactions from start to finish. Joe’s grasp of the big picture, along with his attention to detail and practicality, ensures his legal advice actually works on the ground.

Joe is enthusiastic about supporting projects that truly do help communities. He values knowing that his assistance with tax credits and incentives fosters development in low-incomes areas, benefitting residents and improving lives.


Industry

Services

Education

  • J.D., University of Missouri School of Law
      • Order of the Coif 
      • Valedictorian
      • Missouri Law Review, Associate Editor, 2008-2009
  • B.A., Truman State University
    • Political Science
    • summa cum laude
    • Phi Beta Kappa
    • Valedictorian

Admissions

  • Missouri
  • Illinois

Professional Memberships and Certifications

  • The Missouri Bar
  • Illinois State Bar Association
Experience
  • Advised investor on multiple state and federal New Markets Tax Credits transactions to finance store developments nationwide by a major grocery chain.
  • Represented a community development entity in a $20 million development for a federally qualified health center in Hawaii.
  • Counseled investor on a federal historic tax credit transaction rehabilitating a historic building in downtown Minneapolis into a hotel.
  • Advised lender on providing bridge loans in transactions involving historic tax credit and low-income housing tax credits.
Outside the Office

Joe enjoys spending his free time with both his wife and two daughters.

Joe and his wife, Erica, love to travel with their girls. Some favorite destinations include hiking in Colorado, surfing in Hawaii, fishing in Minnesota, margaritas in Cancun (adults only!), and enjoying the magic of Disney World. At home, they spend time playing games and watching KU basketball together. Rock Chalk! 

If you need someone to make you a great coffee, Joe's your guy.  

Community Leadership
  • Carondelet Leadership Academy, 2011-2014; President, 2012-2014
Opportunity Zones

As an expert in the field of tax credits, Joe regularly speaks at conferences on opportunity zones, historic tax credits, and NMTC. He specializes in managing complex litigation, specifically in overseeing deals that involve a variety of layered tax credits such as the utilization of both federal historic tax credits and federal new market tax credits.

As an individual on the forefront of evaluating the recently established federal opportunity zone program and its utility to clients. To this end, Joe has spoken on opportunity zones in San Diego, Washington D.C., New Orleans, and Austin.

In addition to the acuity with which he manages all facets of complex deals, Joe successfully works with multiple parties, each with its own competing interests, to further his own client’s interests and priorities while insuring the deal is brought to completion. As part of a practice group with a national presence that has experience in forty-seven states, as well as his own personal experience working on projects from coast to coast, Joe’s expertise provides clients with the security of knowing their deals have expert oversight and management.

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