An expert in both accounting and tax law, Joe is uniquely positioned to help businesses identify and maximize opportunities while mitigating risks. He specializes in advising closely held businesses, financial advisors and accountants in all types of business transactions including mergers, sales and acquisitions of businesses, business succession planning, contract negotiations and business planning. Joe also works with business owners and other individuals on their estate planning, including estate tax planning. His practice at Cunningham Bounds. focuses largely on helping businesses pursue claims under the BP Deepwater Horizon Settlement Agreement.
Joe received an accounting degree from Loyola University in New Orleans in 1981 (magna cum laude) and worked for one of the then "Big 8" accounting firms before returning to law school. He graduated with honors from the University of Alabama School of Law in 1985. Joe served on the Editorial Board of the Alabama Law Review and received several awards, including the Hugo L. Black Scholar and the Deal Leigh Harrison Award. In 1986, after graduating from New York University with an LL.M in taxation, he returned to his birthplace of Mobile, Alabama. Joe is a member of the Tax Section and the Real Property, Probate and Trust Section of the American Bar Association and has been admitted to practice before the United States Tax Court.
Outside of work Joe actively volunteers his time within the community. He has been on numerous boards including the American Red Cross, Point Clear Rotary, Mobile Estate Planning Council and Bayside Academy. He and his wife Margaret live in Point Clear, Alabama.
RECOGNITION & AWARDS
- Hugo L. Black Scholar
- Deal Leigh Harrison Award
- Called to the Alabama Bar, 1986
- New York University, LL.M, Taxation, 1986
- University of Alabama School of Law, honors, J.D., 1985
- Loyola University, New Orleans, B.A., Accounting, magna cum laude, 1981
- Alabama and Baldwin County Bar Associations
- Member of the Tax Section and the Real Property, Probate and Trust Section of the American Bar Association
- Served on Editorial Board of the Alabama Law Review