Joseph A. Hardick, CPA, CCIFP, is a tax partner who has over 41 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
Central New York Regional Transportation Authority (CENTRO) – Board Member
CNY Lyme Alliance – Board Member & TreasurerEducation
Bachelor of Science Degree in Accounting, Canisius College (1983)
Publications & Presentations
“The IRS Announces a Delay in New Reporting Rule Threshold,” Dannible & McKee, LLP Tax & Business Alert Newsletter, January 2024
A Deeper Dive Into the Most Current Events and Hot Topics in Federal and State Taxation – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2023
“Knowing Your Financing Options for Purchasing Construction Equipment,” Dannible & McKee, LLP Industry Advisor, Construction Edition, October 2023, Syracuse Builders Exchange Construction Contractor Magazine, Winter 2023
“The Inflation Reduction Act Makes Residential Energy Improvements More Affordable,” CNY Business Journal Ask the Expert, December 2019, and Dannible & McKee, LLP Tax & Business Alert Newsletter, October 2022
“Why Won’t the IRS Talk to Me?,” Dannible & McKee, LLP Tax & Business Alert Newsletter, May 2022
“Don’t Miss Out on the Employee Retention Credit,” Dannible & McKee, LLP Industry Advisor, Manufacturing Edition, Construction Edition, January 2022, February 2022, CNY Business Journal Ask the Expert Series, 2022
“Manufacturers: If You Think 2021 Was Difficult, Just Wait for 2022,” Dannible & McKee, LLP Industry Advisor, Manufacturing Edition, December 2021
Impeding Major Retirement and Estate Tax Law Changes and Prognostication- Dannible & McKee, LLP Construction Conference, November 2021
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 II – Construction 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 I – Construction Contractor Magazine, Syracuse Builders Exchange, Summer Issue 2014
Ownership of a Construction Company Can Impact Personal Income Taxes – Construction 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)