Joel R. Carpenter

Joel R. Carpenter, a partner at ZAG/S&W, is co-managing partner of Sullivan & Worcester LLP. He is particularly experienced in the tax structuring of complex business and investment arrangements using partnerships, limited liability companies and Subchapter S corporations, and has served on the boards of a number of enterprises. He advises on the tax structuring of merger and acquisition transactions, and has been involved with hedge fund offerings and the financing of emerging companies. Mr. Carpenter also provides individual income and estate tax planning services for persons of substantial means. 

Publications

• Sullivan & Worcester Adds Goodwin Procter Real Estate Vet, Law360 (July 13, 2012)
• Midsize Law Firm’s Measured Growth, The Boston Globe (February 20, 2011)
• Ameek Ponda on IRS Advisory Board, India Abroad (May 14, 2010)

News

• October 22, 2012
  S&W Attorneys Named 2012 Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 22, 2012
  Sullivan & Worcester Attorneys Named in 2013 Best Lawyers®
  The Best Lawyers in America 2013®
• October 20, 2011
  S&W Attorneys Named 2011 Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 31, 2011
  Sullivan & Worcester Attorneys Named in 2012 Best Lawyers®
• October 19, 2010
  S&W Attorneys Named Massachusetts Super Lawyers
  New England Super Lawyers Magazine
• August 5, 2010
  Sullivan & Worcester Attorneys Named in 2011 Best Lawyers®
• Financial Crisis Timeline
• October 26, 2009
  S&W Attorneys Named New England Super Lawyers
  New England Super Lawyers Magazine
• August 3, 2009
  Sullivan & Worcester Attorneys Named in 2010 Best Lawyers®
  The Best Lawyers in America 2010

Seminars & Speaking Engagements

• March 3, 2011
  "Mind Your Own Business"

Practices

• Business Owners & Investors Tax Planning
• Mergers & Acquisitions
• Tax
• Tax Planning for High Net Worth Individuals

Bar & Court Admissions

• Massachusetts, 1985
• U.S. Tax Court

Education

• LL.M., Taxation, Boston University School of Law, 1987
• J.D., magna cum laude, Boston College Law School, 1984
• B.A., Harvard College, 1979

Awards & Honors

• PLC Which Lawyer?, Leading Lawyer in Tax (2008-2010)
• Best Lawyers in America (2007-2013)
• Massachusetts Super Lawyers (2005-2012)