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Joe Bertsch

Regional managing partner, CPA

Experience

As the regional managing partner for the Rocky Mountain region, I provide a solutions-based approach to internal and external client relationships. I specialize in entity structure, innovative tax planning for individuals and closely held businesses, and executive coaching and consultation in areas of business transition planning, management incentive plans, and succession planning. I serve organizations in real estate and construction industries, with a focus on multi-family housing and commercial and investment real estate, as well as high-net-worth individuals and closely-held family businesses.
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I strongly believe that attitude is everything. Bring a positive one every day — good things will happen and the challenges will become easier.

Additional Thoughts

Tax reform playbook: What you can do now and how to plan ahead
Michael Monaghan
Whitepaper May 8, 2018 28 minute read
Ready for the new revenue recognition standard?
Christa LaBrosse
Article July 1, 2017 1 min read
Fostering staff engagement by putting people first
Article February 22, 2018 1 min read