Joseph Barry Schimmel
Shareholder
Biography
Joe has been practicing tax and estate planning law since 1994. His strong suit is client counseling – helping businesses and individuals make informed decisions about how to organize their business and personal affairs in a tax-efficient manner, but always putting the client’s personal situation first.
Joe’s favorite tax saying is “The tail should never wag the dog” – meaning that taxes should never be the first consideration, when deciding how you should: operate (or sell) your business, get married, retire, or leave your money to the next generation (or charity). Once you have made those decisions, we can discuss how to implement them in a tax-efficient manner that respects and supports your values.
Professionalism is dear to Joe’s heart, which is why he has been Board-certified in tax law for more than 20 years, and is also what eventually led him to become Chair of the Tax Section of The Florida Bar. Professionalism, and caring for taxpayers, also led Joe to be recognized with the ABA Tax Section’s Janet Spragens Pro Bono Award in 2008.
Joe enjoys educating future tax attorneys as an adjunct professor in the University of Miami’s LL.M. He also volunteers with several local organizations, including Legal Services of Greater Miami, and the Greater Miami Jewish Federation. Joe and his wife, Heather, are both natives of South Florida, and have raised three daughters.
Florida, 1993
New York, 1994
U.S. Tax Court, 1994
U.S. District Court Southern District of Florida, 2004
New York University School of Law, New York, New York
LL.M. – 1994
Florida State University College of Law, Tallahassee, Florida
J.D. with Honors – 1993
Georgia Institute of Technology, Atlanta, Georgia
B.E.E. – 1990
Major: Electrical Engineering
Co-Author, “Comparative Analysis” of Limited Liability Companies in Florida, The
Florida Bar, Continuing Legal Education, 2004.
Co-Author, “Assisting Military Clients,” of Effectively Representing Your Client
Before the IRS, American Bar Association Tax Section (multiple editions).
Co-Author, “Selling and Buying the Tax-Encumbered Business,” Tax Management
Memorandum (05/15/2017).
Bankruptcy/Insolvency Tax, Cleveland Tax Institute, 2020
2019 Taxpayer Relief Act, The Florida Bar Tax Section, 2019
Taxation of Business Entities, University of Miami College of Law (Adjunct
Faculty), 2019-present
Selling and Buying the Dreaded Tax Embroiled Business, American Bar Association
Tax Section, Closely-Held Business Committee, 2017
Tax Planning with Substance, The Florida Bar Tax Section, 2016
Selling the Dreaded C-Corp, American Bar Association Tax Section, Closely-Held
Business Committee, 2015
History of the Law Student Tax Challenge, American Bar Association Tax Section
Young Lawyers Forum, 2015
Advanced Themes in Selection and Operations, The Florida Bar Tax Section, 2012
2010 Tax Relief Act – Individual and Business Income Tax Relief Provisions,
American Bar Association Tax Section, Tax Practice Management Committee, 2011
Alternate Valuation Date Regulations, American Bar Association Tax Section, Estate
and Gift Tax Committee, 2009
Effective Screening of Pro Bono Clients, American Bar Association Tax Section, Pro
Bono Committee, 2007
American Bar Association Tax Section Janet Spragens Pro Bono Award, 2008
John S. Nolan Tax Law Fellow, American Bar Association, 2004 – 2005
Fellow, American College of Tax Counsel
Fellow, American Bar Foundation
Fellow, Florida Bar Foundation
Dade County Bar Association, Member
American Bar Association Taxation Section, Taxation Section, Member
American Bar Association Taxation Section, Chair, Law Student Tax Challenge,
2002 – 2004
American Bar Association Tax Section, Chair, Low-Income Taxpayers Committee,
2007 – 2009
American Bar Association Taxation Section, Vice Chair, Membership and Marketing
Committee, 2005 – 2009
American Bar Association Real Property, Trust and Estate Law Section, Member
The Florida Bar, Tax Section, Member
The Florida Bar, Tax Section, Chair, 2017-2018
The Florida Bar, Member, Tax Law Certification Committee, 2002- 2005
Foundation of the Greater Miami Jewish Federation, Co-Chair, Professional Advisors
Council, 2011- 2013
Greater Miami Jewish Federation, Agency Support Committee, Chair, Financial
Review Subcommittee, 2015-2018
South Florida Tax Litigation Association, Member
Greater Miami Tax Institute, Member
Pro Bono Panel, Legal Services of Greater Miami, Inc., 2000 – Present
Back To Team Page >
