Manager - Tax
jdkrebs@lallycpas.com
412-348-3122
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Areas of Specialization
- Tax planning and compliance for high-net worth individuals and multi-generational family wealth
- Estate and Trust compliance and tax planning
- Charitable organizations and Private Foundations
- Investment partnerships and Family Limited Partnerships
- Special projects and research involving niche tax matters
Experience
Joe began his accounting career in 2016 with one of the largest regional accounting firms in the Greater Pittsburgh area. During his time there he spent time in the estate and trusts practice assisting clients with wealth transfer and tax compliance matters. He later worked with the public charities and private foundations group, where he handled complex issues related to UBIT, multi-state charity issues, and public filings, as well as working with some of the largest private foundations in the Pittsburgh area. Towards the end of his tenure with his prior employer he moved into the high-net worth practice, assisting families with multi-generational tax issues, wealth transfer, investment partnership structuring, and tax compliance for sophisticated investments such as hedge funds and foreign corporations. In December 2020 Joe moved to Lally & Co. where he has continued to assist high-net worth families by working to simplify the web of complexity that exists around their sophisticated tax needs.
Education and Certifications
- Robert Morris University – B.S.B.A. (2007)
- Duquesne University – Thomas R. Kline School of Law – J.D. (2016)
- Pennsylvania Licensed Attorney (2016)
Professional and Community Affiliations
- Manchester Youth Development Center – Treasurer/Board Member (2019 – present)