Joseph P. Toce, Jr.

Managing Director – New York

Joe Toce has over 30 years of experience in advising private clients on a broad range of tax, financial and business matters. He has represented several of the largest family companies in the U.S. on tax and estate planning matters. He also has substantial experience with charitable giving.

Joe specializes in integrated tax planning for high net worth individuals and families. His extensive experience enables him to anticipate and plan for minimizing income, estate and gift taxes for his clients. His client base includes several of the largest S corporations in the country, numerous multinational families and many large charitable foundations.

Joe serves as Office Managing Director of WTAS’ New York office. Before joining WTAS, Joe was a Tax Partner in an international professional services firm where he headed the Private Client Services Practice in New York.

Joe is a co-author of the treatise Tax Economics of Charitable Giving. He is a frequent speaker on individual tax matters to groups such as the Connecticut Bar Association, the Connecticut Bankers Association, as well as CNBC, the Wall Street Journal and other media.

Email: joe.toce@wtas.com

Office: 646.213.5103

Fax: 212.575.2926

Education

• Georgetown University, BA (Government)

• University of Connecticut School of Law, JD

Affiliations

• American Institute of CPAs
• New York Society of CPAs
• Connecticut Society of CPAs
• Connecticut State Bar