Joel Carpenter

Sullivan & Worcester

Joel Carpenter is a partner at Sullivan & Worcester, where he served as co-managing partner for many years. Joel is particularly experienced in the tax structuring of complex business and investment arrangements using partnerships, limited liability companies, and Subchapter S corporations. He advises a broad range of private and institutional investors, including real estate investment firms, on a wide variety of U.S. federal income tax matters. This includes fund formation matters, the acquisition and disposition of property, structuring debt and equity investments, equity compensation plans, and tax planning for investors.

Joel also advises on the tax structuring of corporate mergers and acquisition transactions, as well as the financing of emerging companies. He has served on the boards of several enterprises and provides individual income and estate tax planning services for individuals of substantial means.