Joe Zhao, CPA
Principal - Tax
With Haskell & White since: 2017
Joe Zhao brings over 17 years of public accounting experience to Haskell & White, with a strong focus on passthrough entity structures and strategic tax deferral and mediation planning.
Before joining Haskell & White, Joe was part of the Real Estate Tax Practice at Ernst & Young (EY), where he advised real estate development firms and value-add joint venture groups. Today, he provides both consulting and compliance services to real estate developers, homebuilders, REITs, and joint ventures. His experience also includes private equity buyouts of operating companies (non-real estate), multi-state taxation, and taxation for high-net-worth individuals and fiduciary entities.
Industries & Areas of Specialty:
- Partnership/LLC Equity Compensation Plans
- Partnership/LLC Restructuring & Partner Redemptions
- Land Development
- Multi-family, Industrial, Commercial, and Residential Real Estate
- Real Estate Deal Structuring
- Multi-State Compliance
- Real Estate Investment Trusts (REITs)
- High Net Worth Individuals
- 1031 Exchange
- Trusts and Estates
Industry and Professional Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Languages:
- English – Primary
- Mandarin Chinese – Conversational Proficiency
Education:
- University of California, Riverside – B.S. in Business Administration, emphasis in Accounting