Overview

Joe brings to every engagement over 50 years of experience primarily representing nonprofit, tax-exempt organizations of all kinds and sizes, a pragmatic mindset and a passion for assisting organizations that help others. Joe has developed a national reputation in matters involving exempt organizations. He has hands-on experience in advising healthcare systems, universities, colleges, foundations and other nationally prominent charities throughout the country regarding IRS audits, mergers and acquisitions, restructuring, tax-exempt financing, unrelated business income, and physician practice arrangements as well as fundraising and general compliance matters.

Prior to joining Dilworth, Joe was a principal in the Washington, D.C., New York, and Philadelphia offices of the international accounting and consulting firm PricewaterhouseCoopers LLP. Serving as a leader in the firm’s Washington National Tax Services healthcare, higher education, private foundation and other exempt organization tax practice, he was responsible for providing innovative and proactive solutions regarding tax laws and other regulatory matters applicable to exempt organizations. 

Representative Experience

Professional & Community Activities

  • American Bar Association Tax Section Exempt Organization Committee, Past Chair
  • Pennsylvania Bar Association, Member
  • Philadelphia Bar Association Tax Section, Past Chair
  • Philadelphia Bar Association, Member
  • Florida Bar Association, Member

Professional Recognition

  • Recipient of the Nonprofit Committee of the American Bar Association’s Business Section’s 2021 Vanguard Lifetime Achievement Award
  • American College of Tax Counsel, Fellow
  • Temple University School of Law, Adjunct Professor of Law
  • Noted among “Pennsylvania Super Lawyers” for Taxation 2006-2019
  • Taxation of Exempts, Co-editor-In-Chief
  • Philadelphia Tax Conference, Founder and Past Chair
  • Wharton School Tax Conference, Past Chair
  • Penn State Tax Conference, Past Chair
  • Faulkner & Gray Exempt Organizations Tax Conference, Past Chair
  • Washington Non-Profit Tax Conference, Special Advisor, 1985-1992
  • Selected as Best Lawyers “2021 Lawyer of the Year” in Non-profit / Charities Law for Philadelphia
  • Listed in The Best Lawyers in America for Non-Profit / Charities Law, 2017-2023 and Tax Law, 2019-2023

Representative Experience

Insights