Since starting his career as a tax practitioner, Josh has specialized in California income tax consulting and controversy matters, including California refund reviews and strategic refund claims, Franchise Tax Board (FTB) audit defense, protesting FTB assessments, settlement and closing agreement negotiations, and appeals before California’s administrative Office of Tax Appeals.
Beyond California-specific consulting, Josh has also handled a wide array of multistate income tax matters, including general income tax audit defense, large scale voluntary disclosure projects, ruling requests, nexus studies, and market-based sourcing studies.
From an industry perspective, Josh’s areas of focus include banking and financial services, insurance, investment management, and the media and entertainment sectors.
- California Bar
- California Lawyer’s Association, Taxation Section
- American Bar Association
- Reforming California’s Sales Factor Sourcing Rule for Sales of Tangible Personal Property to the U.S. Government in the Wake of the COVID-19 Pandemic, California Tax Lawyer Vol. 31, Issue 1, author, 2022
- Updating California’s Other State Tax Credit Laws to Account for New Pass-Through Entity Tax Regimes Recently Enacted in Other States in Response to the Tax Cuts & Jobs Act of 2017, California Tax Lawyer Vol. 30, Issue 2, author, 2021
