Joseph M. Klein

Joseph M. Klein

CPA, HCCP, CFE, Partner

One Liberty Plaza
165 Broadway, Floor 21
New York, NY 10006
p 212.842.7041
f  212.842.7001

Joseph Klein is a Tax Partner at Friedman with more than 15 years of specialized experience providing tax and advisory services to high-net-worth and real estate clients. He has an extensive background providing accounting and advisory services to commercial and residential real estate owners, developers, managers and REITS. In addition, Joseph holds a Housing Credit Certified Professional designation, reflecting his knowledge of federal low-income tax credit programs. As a Certified Fraud Examiner, Joseph generates revenue maximization for property owners with lease audits detailing existing lease provisions and analyzing unanticipated revenue opportunities.



Expertise

  • Reviewing complex multi-state Partnership tax filings with sophisticated partner allocation, nexus in over 30 states in UP-REIT structure
  • Overseeing Income Tax Basis financial reporting, including statements of operating costs (CAM reports) Certiorari and RPIE filings to real estate management companies
  • Consulting and modeling LIHTC projects, including compliance for state allocation under IRC 42
  • Presenting CPE classes on technical topics, moderating panel discussions at industry conferences, leading discussions on sales pitching, and writing industry articles for real estate publications

Joseph has also led several comprehensive CPE courses and is a sought after thought leader, having written for real estate publications. 

Affiliations
  • Housing Credit Certified Professional
  • Certified Fraud Examiner