Joseph specializes in Opportunity Zone investments. His ability to analyze complicated areas of the tax code and develop creative solutions allow him to thrive as an Opportunity Zone attorney, despite being one of the younger attorneys practicing in this area. Joseph created OZ INVESTED to provide clients a firm designed to manage every aspect of their Opportunity Zone investment. He advises clients from a wide variety of backgrounds on their Opportunity Zone investments. Joseph applies his knowledge of business taxation to help clients determine their optimal investment structure and helps clients create their Qualified Opportunity Fund and Qualified Opportunity Zone Business. After capital contributions occur, Joseph utilizes his expertise in data analytics to advise clients on potential opportunity zone investments that would thrive if added to the area. Upon acquiring the property, Joseph helps clients make deferral elections and ensure Opportunity Zone investment compliance. Joseph also provides clients with an Opportunity Zone investment simulator, which allows them to test performance and compliance under any scenario. When it is time to sell, Joseph utilizes his expertise in M&A taxation to help clients determine a sale structure that maximizes returns.
Before founding OZ INVESTED, Joseph dedicated his life to acquiring skills that would allow him to provide the best possible advice to his clients. Born and raised in Beverly, Massachusetts, Joseph grew up in a family of architects and learned the challenges associated with completing real estate developments. Prior to attending law school, Joseph obtained his B.B.A. in finance from the University of Georgia. After graduation, he worked in logistics for three years and coordinated the shipping and receiving for one of the largest grocery store chains in the southeast. Joseph flourished in a fast-paced, results-driven work environment, solved problems he had no prior experience solving, and brokered hundreds of deals with trucking companies each week. He also learned how to build models and write complex algorithms that automatically generated dispatch information for drivers.
Joseph pursued a career in taxation after he realized his work ethic and statistical modeling abilities would allow him to become a leader when changes to the tax code occurred. In his last semester of law school, Joseph focused on mastering tax law and earned an A+ in Corporate Taxation. He also created a Section 199A tax simulator to show taxpayers who own specified service trades or businesses with incomes over the threshold amount their optimal tax strategy. Upon graduation, Joseph was admitted to the Georgia Bar and attended Boston University for his LL.M. in Taxation, where he graduated 4th in his class with a 3.96 GPA. While attending Boston University, Joseph earned grades of A or better in all his business taxation courses and learned Opportunity Zone investments from one of the best attorneys in the field, Jay Darby. After graduating from Boston University and realizing the need for a firm specializing in Opportunity Zone investment-related services, he moved to Jacksonville and founded OZ INVESTED.
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