Joe Mandarino advises clients on complex domestic and international tax matters across a broad range of industries and transactions. His practice focuses on tax structuring, fund formation, state and local taxation as well as tax controversy, with an emphasis on delivering practical, business-oriented solutions aligned with clients’ strategic objectives.

Joe counsels purchasers and sellers in mergers and acquisitions, helping structure transactions to achieve tax efficiency while managing risk. He regularly advises on inbound and outbound international transactions, including cross-border restructurings and coordination with foreign tax authorities. He also represents private equity sponsors and investors in the formation and structuring of investment funds, including limited partnerships and regulated investment companies (RICs), tailored to a variety of asset classes and investor profiles.

In addition to transactional work, Joe advises on restructurings, workouts and bankruptcy-related tax issues as well as matters involving C corporations, S corporations, partnerships and limited liability companies. His experience includes structuring executive compensation and incentive arrangements for both corporate and pass-through entities, advising on estate and business succession planning, and counseling tax-exempt organizations in the health care, education, advocacy and religious sectors.

Joe maintains a robust state and local tax (SALT) practice, assisting clients with income, franchise, property, excise, sales and use tax issues. He helps businesses qualify for state and local incentives, optimize multi-state operations, structure remote seller arrangements, secure voluntary disclosure agreements, and address GAAP and ASC 740-10 compliance matters.

He also represents clients in tax controversies at the federal, state and, when applicable, foreign levels, including audits, administrative appeals, regulatory proceedings and litigation in Tax Court and federal district courts.

A prolific author and speaker, Joe has published extensively on tax, finance and business topics and is a frequent presenter at national and regional seminars and professional programs. He has presented more than 350 seminars and has published more than 100 articles.

His articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, Tax & Finance Newsletter, the Journal of Taxation and Regulation of Financial Institutions, the ABA Probate & Property Journal and the NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, the White House Conference on Small Business, the U.S. Small Business Administration, the Georgia Electronic Commerce Association, the Federation of Exchange Accommodators, the International Reinsurance Conference, the Service Corps of Retired Executives, the American Health Lawyers Association, the Southeastern Health Law and Policy Forum and the United Way, as well as several panel-type TV discussion programs.