Joseph Carr

Joseph Carr

Tax Partner, National Unclaimed Property and SALT Business/Marketing Leader

JD

BDO Chicago Office

312-616-3946

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Executive Summary

With over 16 years of combined experience in state and local taxation, financial statement auditing, and operational auditing, Joe has worked with a broad range of the Firms’ largest clients including manufacturing, retail, distribution, financial institutions, investment companies, homebuilders, oil & gas, and business services. He specializes in state and local tax issues with an emphasis unclaimed property compliance and consulting.
 
Joe leads BDO’s National Unclaimed Property practice and has had success in mitigating client escheat exposures in VDA and audit settlements before many state escheat divisions. This success is largely attributable to his deep understanding of accounting principles, transaction flow and unclaimed property law.  Joe also maintains and drives strong relationships with state escheat administrators and their contract audit firms that he leverages to assist clients in resolving their unclaimed property issues.  He is deeply involved in coordinating the resolution of legal issues with internal and external counsel to assist clients in addressing and mitigating its escheat exposure.
 
Having evaluated financial and operational corporate risks much of his career, Joe offers clients facing escheat issues valuable accounting experience and an unique perspective in dealing with unclaimed property matters. Mr. Carr has also written various alerts and firm bulletins on unclaimed property matters, including gift card planning strategies.  He is a routine speaker at the National Association of Creditors Managers (NACM), Unclaimed Property Professional Organization (UPPO) and other accounting and tax organizations.

Professional Affiliations

Chicago Bar Association, Member
Chicago Tax Club, Member
Institute of Internal Auditors, Member
Taxpayer Federation of Illinois, Advisory Board Member
Unclaimed Property Professional Organization, Member

Education

B.A., Accounting, University of Illinois at Chicago
J.D., Taxation, Loyola University Chicago School of Law


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