Joe Zhao
Tax Principal at Haskell & White LLP
- Role
- Tax Principal at Haskell & White LLP
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
Tax Principal
Sep 2017 — Present · Irvine, CA, US
Specialized in taxation and gain deferral strategies for commercial, industrial, multi-family, and residential real estate deals. Has an extensive background in 1031 exchange planning, real property sales, and partner redemptions that utilize TIC/property distributions, as well as strategies involving the shifting of debt to obtain basis shifting. Deals with structured leasing deals in tax minimization strategies. Well-versed in transactions involving international capital investments and the structures involved to minimize potential triggering of withholding or imputed income consequences. Primarily servicing sponsor/operator commercial/multi-family real estate clients and residential home builders.Well-versed in high-net-worth individual taxation, trust and estate taxation, and estate tax planning.
Education
University of California, Riverside
Business Administration
Skills
- Tax
- Gaap
- Bookkeeping
- Caseware
- Auditing
- Financial Statements
- Financial Reporting
- Customer Engagement
- Cch Prosystem Fx
- Cch Engagement
- Corporate Tax
- Accounting
- Financial Analysis
- Tax Returns
- Cpa
- Quickbooks
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