People

Joseph Vellone is a Principal in Grassi’s International Tax Services practice based in New York City. He has over 30 years of experience in tax and accounting, encompassing corporate, partnership, and international taxation, as well as cross-border transfer pricing. Joe is experienced with the tax affairs of U.S. and non-U.S. based businesses, ranging from multinational corporations to closely held businesses, in relation 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 encompassing advanced and competent authority agreements. He is recognized for his innovative solutions to complex tax matters, advising clients on minimizing tax liabilities and optimizing profits and operational processes. The clients Joe serves encompass a variety of largely international transactions, including corporate acquisitions and mergers, internal restructurings, business formations, and joint ventures. His scope also includes structuring offshore transactions and implementing inbound and outbound tax structures utilizing tax-favored holding companies, blocker entities, and transparent entities.

Before joining Grassi, Joe held senior leadership positions at a Fortune 200 global publicly traded company and a Big 4 firm in New York City. He has authored numerous international tax and M&A articles, including articles published in the Tax Adviser, Journal of Accountancy, the Practical Accountant, and many others.

Joe holds a Bachelor of Science degree in Accounting from Fordham University, where he graduated Beta Alpha Psi, 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 states of New York and Connecticut. He is an adjunct tax professor at a university in New York City.