Joseph P. Toce, Jr., Lead Managing Director of WTAS's New York office, leads the firm's charitable-giving practice. He has extensive experience with the tax, financial, and business matters affecting closely held businesses including private equity, hedge funds, law firms, and other service firms. Mr. Toce is a member of the American Institute of Certified Public Accountants, the Connecticut Society of CPAs, the New York Society of CPAs, and the Offshore Institute. He is a graduate of Georgetown University and the University of Connecticut School of Law.