Joe Karczewski is the Office Managing Director of WTAS’ Chicago office and also serves on the firm’s Board of Directors. He has over 27 years of federal tax planning experience serving private equity firms, private and public companies and wealthy families.

Joe advises clients on matters such as:

• Corporate tax planning, including choice of entity and overall entity structuring
• Mergers and acquisition structuring and due diligence
• Accounting for income taxes (FAS 109 / FIN 48)
• S corporations
• Partnerships
• Multi-generation estate and trust tax planning
• Cash distribution planning

Before joining WTAS, Joe was a partner in two international professional services firms, where he participated on various specialty teams, and served as the market leader for the Technology, Media and Communications Industry Practice in Chicago. Joe also served as a principal at a private equity firm.

Joe is a frequent speaker to professional organizations on tax planning highlights and current tax developments.