Joseph Sardella is our U.S. tax partner with over twenty-five years of practical tax experience in U.S. and cross border tax matters. He was admitted to partnership in 2014.
Joseph’s expertise is the interpretation and application of U.S. tax laws as they apply to personal and corporate tax return preparation and planning. He advises clients on complex personal tax matters such as the passive foreign investment company provisions, foreign bank account reporting, foreign trust reporting, offshore tax rules and anti-deferral rules. He has assisted clients with tax amnesty submissions under Internal Revenue Service offshore compliance initiatives including the streamlined procedures and has been successful in bringing clients into compliance with the Internal Revenue Service since 1989. Joseph has advised clients on interpreting the expatriation rules and assisted clients in resolving difficult tax cases with the Taxpayer Advocate office. Joseph has also advised clients on matters relating to gift and estate tax planning, including advising on purchasing and holding U.S. real estate. His breadth of knowledge extends to advising corporate clients on how to structure business expansion into the U.S. market including state and local tax issues.
He has extensive knowledge of tax treaties and their role in reducing and eliminating double taxation.
Joseph is a graduate of the University of Western Ontario and has a Masters in U.S. taxation. His tax articles have appeared in various magazines and has presented at seminars in the Oakville area.
He is a member of the Ontario and British Columbia Institute of Chartered Professional Accountants and holds his U.S. CPA from Illinois. He is a member of the American Institute of Certified Public Accountants and AICPA Tax Section. He has been involved with advocacy initiatives pertaining to Foreign Trust Reporting, Foreign Bank Account Reporting and is a former member of the AICPA Tax Patent Task Force.