Joseph A. Hardick, CPA, CCIFP, is a tax partner who has over 37 years of experience in all areas of individual and corporate income tax preparation and planning. Joe specializes in corporate tax and tax planning for manufacturing and construction companies and has consulted on numerous areas of income and estate tax planning for high net worth individuals. He has experience handling employee benefit plans, trusts and multi-state taxation.

  • Professional Certifications

    Certified Public Accountant in the State of New York (CPA)
    Certified Construction Industry Financial Professional (CCIFP)

  • Professional Affiliations

    American Institute of Certified Public Accountants (AICPA) – Tax Division
    New York State Society of Certified Public Accountants (NYSSCPA)
    National Alliance of Trust & Estate Professionals
    Construction Financial Management Association (CFMA)

  • Community Involvement

    Member of several community organizations

  • Education

    Bachelor of Science Degree in Accounting, Canisius College (1983)

  • Publications & Presentations

    Planning for Tax Increases – Dannible & McKee, LLP Construction Conference, December 2020

    Estate and Gift Planning in the Year of an Election – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, November 2020

    Putting the Work Opportunity Tax Credit to Work for You,” Dannible & McKee, LLP Industry Advisor, Construction Edition, March 2020

    “Qualified Opportunity Zones: Tax Saving Alternatives for Investors,” CNY Business Journal Ask the Expert, December 9, 2019, and Dannible & McKee, LLP Tax & Business Alert Newsletter, September 2019

    Building a Strong Year-End Tax Strategy – Dannible & McKee, LLP’s Construction Conference, December 2019

    Estate Planning After Tax Reform: Debunking Myths That Everyone Still Accepts – Dannible & McKee, LLP’s Annual Tax &
    Financial Planning Conference, November 2019

    Qualified Opportunity Zones – New Tax Saving Alternatives for Investors.” – Dannible & McKee, LLP’s Website Resource Center, September 2019

    New York State Eliminates Sales Tax Exemptions for Manufacturers” –MACNY Member Newsletter, September 2019 and Dannible & McKee, LLP Industry Advisor, Manufacturing Edition, July 2019

    How to Avoid IRS Problems from Using Independent Contractors” –RockRoadRecycle Newsletter, July 2019 and Dannible & McKee, LLP Industry Advisor, Construction Edition, June 2019

    Choice of Entity Becomes Even More Important After Tax Reform,” – Dannible & McKee, LLP Industry Advisor, Manufacturing Edition, February 2019

    “Questions You Should Be Asking Your Tax Professional About the New Tax Law,” Rock Road Recycle Newsletter, January 2019

    Small Business Owners Get Unprecedented Tax Break – Make Sure Your Company Gets Theirs” –Syracuse Builders Exchange Construction Contractor Magazine, Winter 2019 and Dannible & McKee, LLP Industry Advisor, Construction Edition, December 2018

    Financial Accounting & Income Tax Update – AGC NYS Annual Construction Industry Conference, December 2018

    Construction Tax Update for the New Tax Law – Dannible & McKee, LLP’s Construction Conference, December 2018

    State Nexus Issues – Dannible & McKee, LLP’s Annual Manufacturing Conference, October 2018

    Tax Reform and What It Means for Contractors – New York State Society of CPA’s, New York State Construction Conference – NYC October 2018

    Key Provisions Allotted to Businesses in 2017, Tax Reform Act – Haylor, Freyer, & Coon Management Seminar, May 2018

    “How Tax Reform Will Impact Contractors: The Good, The Bad, The Ugly,” Syracuse Builders Exchange Construction Contractor Magazine, Spring 2018

    Building a Strong Tax Strategy in a Changing Environment – Dannible & McKee, LLP’s Construction Conference, December 2017

    Taxation of Manufacturers: The Past, Present and Future – Dannible & McKee, LLP’s Southern Tier Manufacturing Conference, October 2017

    2016 Year-End Tax Planning Strategies for the Manufacturer – Dannible & McKee, LLP’s Annual Manufacturing Conference, October 2016

    After the New Tax Law – Depletion Becomes Top Tax Saver for Pit Owners” – Dannible & McKee, LLP’s Website Resource Center

    Tax Planning for the Construction Industry – Dannible & McKee, LLP’s Annual Construction Conference, December 2015

    Can Your Company Have State “Economic Nexus” Without A Physical Presence?” – Dannible & McKee, LLP’s Website Resource Center, December 2015

    Doing Business Abroad: A Primer on Advantages and Risks – Dannible & McKee, LLP’s 37th Annual Tax & Financial Planning Seminar, November 2014

    What Every Employer Needs to Know About Obamacare Before 2015 – Part IIConstruction Contractor Magazine, Syracuse Builders Exchange, Fall Issue 2014

    New Tax Savings Ideas for Manufacturers – Dannible & McKee LLP’s Manufacturing Conference, October 2014

    Federal Income Tax Update for the Construction Industry – Foundation for Accounting Education of the New York State Society of CPAs, October 2014

    What Every Employer Needs to Know About Obamacare Before 2015 – Part IConstruction Contractor Magazine, Syracuse Builders Exchange, Summer Issue 2014

    Ownership of a Construction Company Can Impact Personal Income TaxesConstruction Contractor Magazine, Syracuse Builders Exchange, Spring Issue 2014

    Out of State Taxation – Dannible & McKee, LLP’s 36th Annual Tax & Financial Planning Seminar, November 2013

    Year-End Tax Planning for the Construction Industry – Dannible & McKee, LLP’s 2012 Construction Seminar, December 2012

    Academy of Risk Management Seminar – Speaker

    Affordable Care Act is Here to Stay – Now What? – Dannible & McKee, LLP’s 35th Annual Tax & Financial Planning Seminar, November 2012

    Frequent speaker on taxation topics and updates on new tax rules that affect businesses and individuals

    Contributor to Progress Under Construction (ABC Trade Publication)