Josh practices in the firm’s Corporate & Business Transactions, Tax, and Trusts & Estates practice groups. His practice concentrates on taxation, including corporate and partnership issues in the transactional field, personal income tax, and estate and gift tax in the setting of individual planning, tax-exempt organizations in the nonprofit world, and issues with sales and use tax, aircraft excise taxes, and real estate assessments.
Within the transactional field, Josh advises clients on the formation of particular entities, the sale of stock and assets of closely held businesses, detailing operating agreements and shareholder agreements, and advising on aircraft sales and purchases. Josh also specializes in structuring tax allocations and distribution tranches within operating agreements and creating equity inventive plans for key employees.
As a natural product of his tax and corporate practice, he has gained a thorough knowledge and understanding of the proposed IRS regulations and guidance regarding Opportunity Zones created under the 2017 Tax Cuts and Jobs Act (TCJA). Josh is currently counseling a range of clients on the new law, including investors interested in an eligible gain deferral, fund managers interested in forming a Qualified Opportunity Fund, and the operation of the Opportunity Zone Business itself.
His trusts and estates practice focuses on simplifying the probate process and reducing taxes where applicable. This practice includes drafting tax sensitive trusts and wills as well as personal planning items such as medical directives and powers of attorney. Josh prepares and reviews income, gift, and estate tax returns.
His nonprofit practice is extensive in advising clients in their operation of public charities, private foundations, and business leagues, avoiding the pitfalls of excise taxes and loss of exemption.
Josh has been named one of Virginia Business magazine’s Legal Elite. While in law school, Josh clerked for the Hon. Judge Paul M. Peatross Jr. in the Circuit Court of Albemarle County, Va., and had an externship with the Hon. T. Michael Putnam, U.S. Magistrate Judge for the Northern District of Alabama in Birmingham.
Josh joined Woods Rogers Vandeventer Black in 2008 after practicing tax law and estate planning in Charlottesville, Virginia. He is a graduate of Hampden-Sydney College, where he served as a legislative intern in the Virginia General Assembly, and was named a member of Pi Sigma Alpha Political Science Honor Society. He received his law degree from Samford University and a master of law degree in taxation from the University of Florida.
Corporations and Partnerships in Virginia (2021), Co-author
The Trust as IRA Beneficiary, Virginia State Bar Trusts and Estates Newsletter, Fall 2017
IRS Imposes Moratorium on Employee Retention Credit
September 21, 2023
Federal Credit Unions Can Claim Employee Retention Tax Credits
September 6, 2023
Employee Benefits Considerations for Employers During the COVID-19 Pandemic (Coronavirus and the Law)
April 8, 2020
Employee Retention Credit: IRS & Treasury Guidance on the CARES Act (Coronavirus and the Law)
April 2, 2020
Using Opportunity Zones to Revitalize Areas Throughout Virginia
March 12, 2019
The New Tax Reform & the HR Department
January 30, 2018
ACA Southeastern Regional Meeting | Keeping More of Your Money: The Latest Policies that Impact Your Bottom Line
September 10, 2019
70 WRVB Attorneys Named to 2022 “Legal Elite”
November 29, 2022
“Legal Elite” Ranking Lists 30 Woods Rogers Attorneys
December 10, 2019