Experience

Joshua Wu

Experience

  • Obtaining favorable outcomes for partnerships and large corporations in matters regarding income tax, employment tax, summons enforcement and civil and criminal penalties.
  • Representing high-net-worth individuals with unreported offshore assets. Clients have avoided tens of millions of dollars in penalties.
  • Advising a philanthropic organization, with its goal to support start-ups that provide micro-financing to under-served populations, by streamlining its tax reporting and working to reduce its compliance burden. 
  • Representing individuals and businesses in litigation matters. For example:
    • Matter of Sznajderman, Division of Tax Appeals (March 6, 2014)
    • National Education Association of the United States v. Comm’r, 137 T.C. 100 (2011)
    • Schortmann v. United States, 407 Fed. Appx. 480 (Fed. Cir. 2011)
  • Advising multinational businesses with respect to transfer pricing audits and planning.
  • Working with the IRS Office of Professional Responsibility to resolve disciplinary inquiries for tax professionals. 
  • Working with professional services firms and non-profit organizations to evaluate internal tax and bank secrecy compliance procedures and proactively address areas of concern. 
  • Guiding several energy companies through the IRS audit process and resolving state tax matters.
  • Assisting a large management company with respect to New York sales tax. 

Selected Speaking Engagements

  • Sensitive Business Audits, Online Compliance Panel (November 22, 2016)
  • Worker Classification and the Tax Court, American Bar Association, Section of Taxation, 2016 Joint Fall CLE Meeting, September 30, 2016
  • Nuts and Bolts of an IRS Audit, Massachusetts Society of Enrolled Agents (September 22, 2016)
  • Federal Tax Updates, Dallas CPA Society (August 10, 2016)
  • Understanding Stages and Strategies in a Criminal Tax Case, Bloomberg BNA Webinar (July 27, 2016)
  • Ethical Considerations in Drafting Tax Opinions, American Bar Association, Forum on Affordable Housing, May 27, 2016
  • Evolution of a Criminal Tax Case, Federal Bar Association, April 1, 2016
  • TEFRA Partnership Audit Procedures Primer, NYU 74th Institute on Federal Taxation, October 28, 2015

Publications

  • “The IRS is Coming: How to Prepare for the New IRS Partnership Audit Rules,” National Society of Accountants, Main Street Practitioner Magazine, November 15, 2016.
  • "Congress Enacts Entirely New Tax Examination and Collection Regime for Partnerships", with Charles M. Ruchelman, Christopher S. Rizek, Mark D. Allison, and Rachel L. Partain, Caplin & Drysdale Client Alert, December 10, 2015.
  • "New Law Changes FBAR Filing Deadline", with Zhanna A. Ziering, Charles M. Ruchelman, Mark D. Allison, Niles A. Elber, Mark E. Matthews, Scott D. Michel, and Matthew C. Hicks, Caplin & Drysdale Client Alert, August 10, 2015
  • "Quietly Finding a Home in the Voluntary Disclosure World", with Travis A. Greaves, Tax Notes, Volume 148, Number 2, July 13, 2015
  • "US Allows Swiss Banks With Undisclosed Accounts To Wipe the Slate Clean", co-author, Latham & Watkins Client Alert, November 8, 2013.
  • Eric Sitarchuk, Mark Srere & Kelly Moore, Corporate Criminal Defense: Compliance, Investigation and Trial Strategies (2010), co-author, Chapter 14, “Unique Procedures and Considerations in Tax Cases.”

Education

  • Georgetown University Law Center, LL.M. in Taxation with distinction
  • Syracuse University College of Law, J.D. 
  • University of Virginia, B.A.