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Joseph Barry Schimmel

Shareholder

Joseph Barry Schimmel

Shareholder

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.

Credentials

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

Alpha Epsilon Pi

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