A member of the Firm’s Corporate and Tax Practice Groups, Joe advises clients spanning a variety of different industries throughout all stages of their business life cycle, with a particular focus in mergers and acquisitions, debt and equity finance, corporate and tax structuring and startups.
Joe advises charitable and non-profit organizations with respect to organization and application for tax-exempt status, and provides counsel to privately-held emerging and middle-market companies on entity formation, corporate governance, and general tax matters, with an emphasis on choosing the right form of business entity, the tax aspects of mergers, acquisitions, and reorganizations, and tax considerations of equity compensation for corporations and partnerships.
Prior to joining Morse, Joe worked in the Mergers & Acquisitions Transaction Services group of a Big Four advisory firm based in Boston, where he focused on advising private equity and multinational corporate clients throughout the merger and acquisition life cycle with experience in both buy-side and sell-side transactions with a particular emphasis on software, life sciences, and technology industries.
Outside of the office, Joe serves as an adjunct faculty member at Boston University School of Law, where he teaches “Life Cycle of a Business Venture,” a course that analyzes tax issues encountered by businesses at all stages of their life cycles. While a student at Boston University School of Law, Joe was honored at graduation with the Ernest M. Haddad Award which is presented annually to the graduating student in the Graduate Tax Program who best exhibits overall capability, taking into consideration academic achievement, character, and potential to serve the public interest.
Speaker, COVID-19 Series: SBA Loan & CARES Act For Gym Owners, TRIIB Webinars
Guest Lecturer, Common Tax Issues, Startup Law Clinic, Boston University School of Law
Panelist, 7th Annual International Tax Update, M. Robinson & Company
Speaker, Tax Reform, Tax Clinic at St. Thomas University School of Law
Panelist, Tax Reform Roundtable – Corporations, Boston University School of Law
SBA Paycheck Protection Program (“PPP”), COVID-19 Alert
State and Federal COVID-19 Small Business Loan Programs, COVID-19 Alert
Tax Alert: South Dakota v. Wayfair
Outside the office
During the academic year, Joe is an adjunct faculty member in the Graduate Tax Program at Boston University School of Law assisting with tax law courses for J.D. and LL.M. students. A native of Oklahoma and a die-hard University of Oklahoma football fan, on Fall Saturdays Joe can be found cheering on the Sooners. Outside of football season, Joe enjoys skiing, golfing, and traveling. He also volunteers at the New England Center for Homeless Veterans.
News & Events
COVID-19 Resource Collection
September 14, 2021
COVID-19 Alert: The American Rescue Plan Act Of 2021
What Employers Need to Know
April 5, 2021
2017 – 2020 M&A Deals
Mergers & Acquisitions:
A Transaction Recap
February 11, 2021
2020 VC Deals
A Snapshot of Venture
January 28, 2021
COVID-19 Alert: The Consolidated Appropriations Act of 2021
COVID-19 Relief Law Decoded: What Clients Need To Know Now
January 12, 2021
- Boston University School of Law, LL.M. (Taxation)
- St. Thomas University School of Law, J.D., cum laude
- University of Oklahoma, B.A.
- Massachusetts Bar
- New York Bar
- United States Tax Court
- Mergers & Acquisitions
- Startups & Emerging Companies
- Tax Planning for Business Transactions
- Venture Capital