- J.D., Northwestern University School of Law
- M.A., The City College of New York
- B.A., Bates College
- U.S. Tax Court
- Illinois
Josh’s practice focuses on working with investors, syndicators and developers in the structuring and closing of renewable energy, historic rehabilitation, and other tax credit projects across the country. He has extensive experience drafting and negotiating tax equity and loan documents and tax credit transfer agreements, as well as overall project management including conducting and overseeing the necessary due diligence to ensure transactions run smoothly and efficiently.
Josh also has extensive experience representing corporate, partnership, and individual taxpayers in all stages of federal tax controversy including examination, administrative appeal, litigation, and trial. Josh’s experience includes significant tax cases before the United States Tax Court involving complex issues including the tax implications of a guest loyalty program and debt equity characterization. He has played a vital role in all aspects of case development including discovery, motion practice, summary judgment briefing, witness preparation, trial, and post-trial briefing.
He previously served as a judicial clerk to the Honorable Justice Peter J. Maassen of the Alaska Supreme Court.