Area of Focus
Audit Washington National Tax Mergers & acquisition Federal tax
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Joseph Wiener

Senior Manager, Washington National Tax
Area of Focus
Audit Washington National Tax Mergers & acquisition Federal tax
Connect

About Joseph

Joseph Wiener specializes in mergers and acquisitions in RSM US LLP’s Washington National Tax practice. A licensed attorney, Joseph develops firm policies and advises clients on transaction-related federal tax issues. 


Experience

Joseph helps strategic buyers and private equity firms consider the tax ramifications of mergers, acquisitions, restructurings and other corporate transactions. He also supports the firm nationally through thought leadership; he publishes articles, white papers and memoranda that address a variety of corporate and M&A tax issues.

Aside from core corporate tax issues, Joseph specializes in the section 1202 qualified small business stock provision, friendly doctor structures and debt-related issues.

He has authored or co-authored more than 30 articles for various tax publications and websites, including Tax Notes, The Tax Adviser, Law360, Taxation of Exempt Organizations, the AIRA (Association of Insolvency & Restructuring Advisors) Journal and the RSM US website.

Joseph has delivered or co-delivered numerous presentations, including at the American Bar Association corporate tax conference, the New York State Society of CPA Taxation of Financial Instrumers conference, and the Small Business Investment Company (SBIC) CFO fund conference. Joseph has also coauthored three comprehensive comment letters delivered to the U.S. Department of the Treasury and IRS.

While in law school, Joseph interned in the appellate unit of the Department of Justice’s Tax Division. He began his career in the M&A division of one of the Big Four accounting firms.

Prior to law school, Joseph studied Talmudic law for several years in Jerusalem. Outside of work, Joseph spends time with his family and community.


Professional affiliations and designations

  • Maryland State Bar Association
  • American Bar Association Section of Taxation, Corporate Tax Committee 

Education

  • Master of Laws (taxation), Georgetown University Law Center
  • Juris Doctor, Georgetown University Law Center