Joseph Vellone, CPA, MBA Principal, International Tax
Joe is a Tax Principal and International Tax Services Leader in the Firm’s New York City office. He has over 30 years of tax and accounting experience encompassing corporate, partnership, and international taxation including cross-border transfer pricing. Joe is experienced with the tax affairs of US and non-US based businesses ranging from multinational corporations to closely held businesses relating to tax planning, tax accounting, tax compliance and tax controversy matters. He represents clients in audits and appeals before the IRS, including transfer pricing matters which encompass advanced pricing agreements and competent authority agreements. He is noted for his creative solutions to complex tax matters as well as advising clients on minimizing tax liabilities and enhancing profits and operational processes. The clients Joe serves encompass a variety of largely international transactions, involving corporate acquisitions and mergers, internal restructurings, business formations and joint ventures.
Prior to joining Grassi, Joe held senior leadership positions at a Fortune 500 publicly traded professional services company and a Big 4 firm in New York City.
Joe holds a Bachelor of Science degree in Accounting from Fordham University and a Master of Business Administration degree in Taxation from Pace University where he graduated with distinction. He is a Certified Public Accountant in the state of New York and is an adjunct tax professor at a New York City university graduate tax program. He is also a member of the American Institute of Certified Public Accountants – Taxation Division and the USA Branch of the International Fiscal Association.