Joshua Siegel

M&A focused tax attorney and CPA | tax diligence and structuring on deals ranging from $1m to $40b | ex-PwC and Deloitte | tweets are not legal or tax advice

[Joshua Siegel @JoshuaASiegel]

My introduction:

I am a CPA and tax attorney (both licensed in CA) who focuses on assisting buyers and sellers through transactions. I specialize in buy-side and sell-side tax due diligence, tax structuring, and tax modeling. My deal experience ranges from $40b to $1m.

I was trained in two of the premier big 4 M&A tax groups. I have assisted some of the world largest private equity firms with their tax due diligence, structuring and reviewing their purchase agreements from a tax perspective. I also have extensive experience assisting middle market and lower-middle market PE firms, and acquisitive companies and individuals with their acquisitions.

On the personal side I am so fortunate to have 3 amazing sons, and a loving, supportive fiancée.

I’m a huge @buffalobills and @fsufootball fan.

[Joshua Siegel @JoshuaASiegel]

@MichaelRapaport This guy is a con artist extraordinaire. It is so on-brand that he is from CA

[Joshua Siegel @JoshuaASiegel]

@briandelucia @NWischoff Why do you feel this way?

[Joshua Siegel @JoshuaASiegel]

@elialbrecht Congrats, Anthony!!

[Joshua Siegel @JoshuaASiegel]

@joshualowenthal QSP vs QSD

[Joshua Siegel @JoshuaASiegel]

@RoKhanna If you think California has a revenue problem you’re a fool.

[Joshua Siegel @JoshuaASiegel]

@elialbrecht 😂

[Joshua Siegel @JoshuaASiegel]

@ryanraysr Let me know if you’re headed to LA.

[Eli Albrecht @Elialbrecht]

There is no better marketing strategy than doing great, responsive work for current clients.

[Joshua Siegel @JoshuaASiegel]

@bowtiedbrazil 💯

[Joshua Siegel @JoshuaASiegel]

@TomSteyer @CAGOP No dictators running CA please

[Joshua Siegel @JoshuaASiegel]

@bscholl @zerohedge @JeffBezos @elonmusk 💯this! We need everyone’s incentives to align so we can govern based on sounds principles and not govern based on vilifying a group of people/mob mentality.

[Joshua Siegel @JoshuaASiegel]

That’s because those teachers don’t understand that you’ll take the extra tax revenue and further waste it. Those teachers won’t realize one ounce of benefit from increased tax revenue. As soon as you gain some self realization regarding how poorly government manages money we can fix things.

[Joshua Siegel @JoshuaASiegel]

@HelenGuo_ QSBS is amazing if you and your business can satisfy the requirements. It’s a nuanced code section and it doesn’t fit well for all fact patterns. Let me know if you ever want to discuss in more detail.

[Joshua Siegel @JoshuaASiegel]

@mwseibel @moseskagan Stop voting for people with the same failed policies

[Joshua Siegel @JoshuaASiegel]

@sbabmarks Very cool perks of the job!

[Joshua Siegel @JoshuaASiegel]

This was a great team effort by the @Albrecht_Law team

@elialbrecht

[Eli Albrecht @Elialbrecht]

Congratulations to the Albrecht Law team on closing an acquisition for a Traditional Search Fund entrepreneur of a SAAS company.

This was an especially complex transaction that required both high-level M&A expertise and careful handling of a very sensitive seller.

There was also a complex tax situation and f-reorg that was handled beautifully by our Tax Department (@JoshuaASiegel).

Congratulations to our client and all involved.

[Eli Albrecht @Elialbrecht]

We closed an M&A deal last year. It was a tough deal, and seller’s counsel was angry, difficult, and contributed to many sleepless nights.

We got the deal closed. Yesterday, the seller reached out to represent him in a new acquisition.

He said, he watched us throughout the deal and had never seen such sharp and professional M&A counsel.

There were many days I struggled to maintain my composure, but turns out it paid off.

[Joshua Siegel @JoshuaASiegel]

@RpsAgainstTrump Amazing hero!

[Joshua Siegel @JoshuaASiegel]

@SahilBloom The Count of Monte Cristo