Joe Peterson Email & Phone Number

Bloomfield Hills, Michigan, United States

• Conduct preliminary investigations to determine the full scope of a client’s tax issue(s) • Assist clients in establishing payment arrangements with the Internal Revenue Service, or State of Michigan, which may or may not involve a more in-depth review of the client’s current financial condition• Perform an in-depth review of taxpayer’s financial condition in order to submit Offers in Compromise to the Internal Revenue Service or the State of Michigan• Assist clients in petitioning for penalty abatements of one or multiple years in which penalties have been assessed • Assist clients with lien removal, discharge, or subordination, depending on their circumstances and likelihood of removal• Negotiate with Revenue Officers of the Internal Revenue Service or State of Michigan, for high net worth clients, to come to terms, and agree on, a resolution• Conduct examinations of high net worth clients that are under audit by the Internal Revenue Service or State of Michigan, and argue to prevent additional tax assessments• Elevate cases to the Internal Revenue Service, or State of Michigan, Appeals Unit or United States Tax Court through an appeal protest letter or Tax Court petition

Farmington Hills, Michigan, United States

• Designed and implemented Excel models used to complete ERC calculations in conjunction with full Paycheck Protection Program Forgiveness with a total revenue to date of $4 million in fees• Managed team of 25+ employees as they worked through the calculation process from first introduction through the drafting of 941X returns for submission to the IRS• Conducted client meetings to review calculations, talk through amended 941X returns, and answered question relating to the process

Farmington Hills, Michigan, United States

• Conduct preliminary investigations to determine the full scope of a client’s tax issue(s) • Assist clients in establishing payment arrangements with the Internal Revenue Service, or State of Michigan, which may or may not involve a more in-depth review of the client’s current financial condition• Perform an in-depth review of taxpayer’s financial condition in order to submit Offers in Compromise to the Internal Revenue Service or the State of Michigan• Assist clients in petitioning for penalty abatements of one or multiple years in which penalties have been assessed • Assist clients with lien removal, discharge, or subordination, depending on their circumstances and likelihood of removal• Negotiate with Revenue Officers of the Internal Revenue Service or State of Michigan, for high net worth clients, to come to terms, and agree on, a resolution• Conduct examinations of high net worth clients that are under audit by the Internal Revenue Service or State of Michigan, and argue to prevent additional tax assessments• Elevate cases to the Internal Revenue Service, or State of Michigan, Appeals Unit or United States Tax Court through an appeal protest letter or Tax Court petition

Southfield, Mi

Auburn Hills

Detroit, Mi

• Prepare tax returns and all related forms for international and domestic corporations• Assist in new business development with new clients and new engagements with prior clients• Conducted research and analysis on a tax basis issue for an international corporation and wrote a technical memo on my findings• Assisted with a basis study for a well-known international corporation

Greater Detroit Area

• Drafted a wide range of legal documents including answers to appeals and offers in compromise• Conducted research on legal issues related to the Internal Revenue Code in preparation for trial• Conducted discovery review and cataloged documents in preparation for trial• Conducted interviews with taxpayers both by phone and in person

Greater Detroit Area

• Successfully argued to deny two Motions for Summary Disposition in 36th District Court• Acted as lead attorney for consumer credit trial in 36th District Court• Acted as the lead attorney for up to six cases simultaneously covering a variety of family law and elder law issues• Drafted motion responses, briefs and fully litigated consumer credit cases for clients• Conducted intake interviews for both family law and elder law clients• Drafted and executed estate planning and family law documents• Conducted seminars to assist clients wishing to appear In Pro Per for family law cases• Managed financial affairs of a 501(c)(3) non-profit corporation, including all accounting and financial records

Greater Detroit Area

• Drafted a wide range of legal documents including complaints and motions in a wide range of states• Conducted research on legal issues in a wide range of states in preparation for trial• Conducted discovery review and cataloged documents in preparation for trial• Summarized depositions• Identified separate causes of action for new subrogation losses• Completed state specific surveys of relevant subrogation topics and case law

Greater Denver Area

• Source asset sales and acquisitions for principal buyer on the secondary market• Initiate and develop client relationships for both brokered and principal transactions• Provided mark-to-market and shock analysis for institutional asset portfolios • Funded volume of $173 million between November, 2007 and May, 2009

Greater Denver Area

• Account Executive for 7 mid-west states with an average volume of $250-350 million a month for 2006• Funded volume of $3.30 billion for fiscal year 2005• Managed pipeline of $350 million in conforming loan production, including hedge trading, AOT and pool delivery for Aurora Loan Services, Inc.• Managed approximately 90 clients and conducted 25 on-site visits minimum to clients on a monthly basis• Bid mini-bulk transactions in competition with the Lehman Brothers Trading Desk• Negotiated volume incentive contracts with larger clients• Conducted on-site client training to increase knowledge of our programs and policies and to increase Aurora’s market share • Acted as a problem solver for a diverse range of issues, including conflict management, ease of doing business issues, operational issues, etc.• Prepared various reports and completed adhoc research and reporting when needed on a monthly basis

Greater Denver Area

• Responsible for the daily activities of 25 staff members • Supervised the daily operation of the commitment desk for Correspondent, Broker, and Retail divisions• Published and maintained many high level reports used by senior management for strategic initiatives and market analysis• Managed liquidation of the correspondent pipeline following the Staten Island Bank (SIB) acquisition. Served as the point of contact for all five SIB branches. Worked with purchasing to resolve all commitment related issues. Provided input and built relationships with former SIB employees to facilitate smooth integration of business

Greater Denver Area

• Responsible for the audit and accuracy of pipeline and trade data in the Risk Management system, as well as researching and reconciling any discrepancies • Prepared daily risk reports including hedge position, mark-to-market, various pipeline reports and adhoc reporting as needed. Provided daily, weekly and monthly reporting on the Alt-A, Express and Sub Prime fixed asset positions to the Lehman Trading desk• Responsible for hedging the daily Retail and Broker Agency positions under the supervision of the department manager. Risks to be hedged include interest rate, fallout and basis risk • Execute forward MBS trades with the Lehman Trading desk and whole loan trades with private investors • Coordinate the allocation and sale of Agency securities and whole loans to various investors• Monitor and coordinate the transfer and sale of servicing to investors, including EDI data transfers and the coordination of ALS internal departments• Provide daily pricing backup to AVP of Secondary Marketing (Mini-bulk) including maintenance of all pricing models, calculation and distribution of daily rate sheets to all Sales channels • Published daily rate sheets for Aurora Loan Services, Inc., which was the #1 Alt-A lender in the nation with total loans purchased in excess of approximately $15 billion annually

Juris Doctor, Banking, Corporate, Finance, And Securities Law

Activities and Societies: • Board of Directors, Treasurer, Free Legal Aid Clinic, Inc. • Wayne Law Review, Senior Articles Editor •.

Bachelor Of Science (Bs), Finance, General

Bachelor Of Science (Bs), Psychology

Activities and Societies: Psi Chi National Honor Society