Joshua Siegel

My introduction: I am a CPA and tax attorney (both licensed in CA) who focuses on assisting buyers and sellers through transactions. I specialize in buy-side and sell-side tax due diligence, tax structuring, and tax modeling. My deal experience ranges from $40b to $1m. I was trained in two of the premier big 4 M&A tax groups. I have assisted some of the world largest private equity firms with their tax due diligence, structuring and reviewing their purchase agreements from a tax perspective. I also have extensive experience assisting middle market and lower-middle market PE firms, and acquisitive companies and individuals with their acquisitions. On the personal side I am so fortunate to have 3 amazing sons, and a loving, supportive fiancée. I’m a huge @buffalobills and @fsufootball fan.

@sbabmarks Very cool perks of the job!

I’m closing another loan this week. I did the site visit last week. This is me, in front of the Ike or as the naval folks referred to it, a floating airport. Also got to tour an active submarine and touched a torpedo. Some benefits to my job!

This was a great team effort by the @Albrecht_Law team @Eli_Albrecht

We closed an M&A deal last year. It was a tough deal, and seller’s counsel was angry, difficult, and contributed to many sleepless nights. We got the deal closed. Yesterday, the seller reached out to represent him in a new acquisition. He said, he watched us throughout the deal and had never seen such sharp and professional M&A counsel. There were many days I struggled to maintain my composure, but turns out it paid off.

@RpsAgainstTrump Amazing hero!

New footage shows Arkansas principal Kirk Moore lunging at a school shooter, helping save students’ lives. A real hero

@SahilBloom The Count of Monte Cristo

2026 side quest: Go back and read all the classic books I probably ignored or sparknoted in school. Not trying to be “impressive” or “sound smart” just want to read all the classics. Just finished The Catcher in the Rye and Of Mice and Men. What should I have on my list?

Check out @Albrecht_Law in the M&A rankings. @Eli_Albrecht

@sbabmarks Agreed @sbabmarks modeling out taxes and understanding the cash taxes requirements of the business you are acquiring is very important!

@ryanraysr Thank you very much for having me on! It was great speaking with you about deals and taxes.

I sat down with a @JoshuaASiegel who works on business acquisitions every day. Being that it's tax season, great reminder that tax issues that stack up into the millions. Buyers who skip diligence and inherit problems they didn't see coming. Owners who set up their legal structure 20 years ago and never looked at it again. The stuff buyers hire experts to find, you need to know about first. youtube.com/watch?v=ZXRE3p…

It was great sitting down with @ryanraysr to discuss all things deals and taxes!

@Albrecht_Law is excited to share that @JoshuaASiegel, Partner and Chair of Tax at Albrecht Law, has been recognized in the 2026 Legal 500 Los Angeles Elite list for Tax Law. Josh has been one of the best parts of Albrecht Law from the very beginning. Clients love working with him on tax structuring, QSBS eligibility, tax diligence for an M&A deal, and tax negotiation of the documents. Having Josh, in-house on every M&A deal is a huge value add to our clients. This is a well-deserved honor. Please join me in congratulating Josh on this recognition.

I am honored to be recognized by The Legal 500 - I have been named to the 2026 Legal 500 "Los Angeles Elite" list for Tax Law. The Legal 500 is one of the world's leading legal directories, basing its rankings on thorough research and feedback from peers and clients. This honor underscores Josh’s commitment to providing high-level tax strategy and legal counsel to our clients and to the Los Angeles community. In a city with so much talent, it is an absolute honor for Josh to be included among such esteemed peers. Josh looks forward to another year of delivering results for our clients! #TaxLaw #Legal500 #LosAngelesLawyer #TaxAttorney

New York State is trying to pass a California-style non-recognition of QSBS for excluding state tax. We form a ton of QSBS-eligible entities, which gives M&A buyers a path to a tax-free exit in 3-5 years (see details below). In most states, gains are excluded from both federal and state taxes. Certain states, like California, require state taxes to be paid. This impacts the cost-benefit calculus. Of course, New York plans to make this law retroactive to January 1, 2025. If you are in New York and you want to prepare, you can change your residency or own your stock through certain trusts, which are "exempt resident trusts".

@Slackwatercap @Eli_Albrecht Thank you, Ben! I hope all is well!

@Eli_Albrecht @JoshuaASiegel Looks like quite a series of transactions. Congrats

Congratulations to our client, Catheter Precision, Inc. (NYSE American: VTAK), on its acquisition of Fly Flyte. Special recognition to Anthony Desiderio for leading this deal for VTAK and @JoshuaASiegel for taking point on tax structuring. Proud to continue building Albrecht Law's capabilities in representing M&A clients in the Middle and Lower Middle market. Congratulations to all.

@sbabmarks Going to be a great year!

My bank set goal this year is $60,000,000 It’s March, and with deals closed, approved, and in process, I am already at that number And people ask me is this space exploding, kind of obvious! Being impactful every day

@SellersCounsel How about add in why do a reverse triangular merger and not a forward triangular merger, and for a real bonus what tax code section drives this decision.

Want to know if an attorney really has M&A experience? Ask them to explain a reverse triangular merger.

@ericjackson We both believe in $OPEN and the Bills!

Nobody wants to believe until everyone believes

@terrellowens @BuffaloBills @NFLOfficiating 💯bills ownership/management should not sleep until something like this is guaranteed to never happen again.

10000000% The @BuffaloBills got straight HOSED by the @NFLOfficiating!!! I swear I feel so bad for the Bills organization for what they’ve had to endure over the years but to have the refs to make that decision is not only unbelievable but unacceptable. These refs may need to be investigated. #realtalk

@billsmafiabritt Go Bills!!!

GOOOOO BILLS❤️💙 don’t be rude. Say it back