Education
- New York University
L.L.M., Taxation - USC Gould School of Law
J.D., Law - Colorado College
B.A., Economics
Bar Admissions
- California
- New York
Joe Volk is a Managing Director in Leo Berwick’s US M&A Tax practice. Before joining Leo Berwick, Joe was the co-chair of M&A tax at a nationally prominent boutique tax law firm. Prior to that, he worked in Baker McKenzie’s international tax group and KPMG Canada’s cross-border US M&A Tax group.
Joe is a technically proficient and pragmatic tax advisor with significant experience in M&A, spin-offs, financings, and cross-border tax matters. He has been recognized for his collaborative and efficient approach to problem-solving.
Recently, Joe has advised on a number of tax insurance risks, including reorganizations, spin-offs, compensation and benefits, tax-deferred corporate contributions, and certain federal tax aspects of state tax insurance risks.