Joe joined Davis & Harman LLP in 1985. His practice focuses on the Federal income taxation of life insurance company products and includes advising individual life insurance companies on specific product design and compliance issues. Joe, like many of the other members of Davis & Harman’s Insurance Practice Group, has extensive experience in dealing with both the National Office of the IRS and various IRS field offices. He has represented numerous life insurance companies in obtaining private letter rulings, closing agreements and other forms of guidance and relief over the past 40 years. His substantive experience with life insurance company products is quite broad, including qualified and non-qualified annuities, life insurance contracts, and the special diversification and investor control rules applicable to variable contracts.
Joe is a past President of the Insurance Tax Conference. He also has served as Chairman of NAVA (now known as the Insured Retirement Institute) and of the ABA Tax Section, Committee on Insurance Companies and was on the Advisory Committee of the FBA Insurance Tax Seminar for a number of years.
Joe is a co-editor and contributing author of the Annuities Answer Book (Panel Publishing).
After graduating with high honors with his J.D. from George Washington University in 1978, Joe clerked for Trial Judge Harry Wood at the United States Court of Claims and for former Chief Judge Wilson Cowen of the United States Court of Appeals for the Federal Circuit.
Prior Experience
- Law clerk, United States Court of Claims
- Law clerk, United States Court of Appeals for the Federal Circuit
Bar and Court Admissions
- District of Columbia
- U.S. Tax Court
- U.S. Supreme Court
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