Councilor, Buchanan & Mitchell (CBM) is proud to welcome Joseph J. Barreca, a senior manager with more than 20 years of expertise in not-for-profit taxation. Joe has dedicated his career to serving as a trusted advisor to different types of tax-exempt groups including public charities, operating and non-operating private foundations, business leagues, social welfare organizations, and social and recreational clubs. His wide-ranging experience includes the planning and preparation of tax returns including federal Forms 990, 990-PF, 990-T, and state returns.
Joe advises clients on issues regarding unrelated business income and executive compensation, and represents clients applying for IRS tax exemption and those facing IRS notices and examinations. He prepares and makes presentations to finance and executive committees of boards of directors to review their tax filings.
Before joining CBM, Joe provided tax and consulting expertise for the not-for-profit clients of other national, regional and local public accounting firms. He has also run a tax consultancy focused on the tax-exempt sector. He is a former chair of the New York State Society of CPAs exempt organizations committee and a current member of the Greater Washington Society of CPAs.
Please contact Julia Lafferty and Holly Caporale, directors of the firm’s not-for-profit practice, via our online contact form for more information.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.