Joseph P. Toce, Jr.

Joe Toce is a Managing Director in the Private Client Services practice at Andersen. He has over 36 years of experience in advising private clients on a broad range of tax, financial and business matters. He has represented several of the largest family companies in the United States on tax and estate planning matters. He also has substantial experience with charitable giving.

Joe specializes in integrated tax planning for high net worth individuals and families. His extensive experience enables him to anticipate and plan for minimizing income, estate and gift taxes for his clients. His client base includes several of the largest S corporations in the country, numerous multinational families and many large charitable foundations.

Before joining Andersen, Joe was a Tax Partner at Arthur Andersen where he headed the Private Client Services Practice in New York.

Joe is a co-author of the treatise Tax Economics of Charitable Giving and is a frequent speaker on individual tax matters.