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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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Specializes In

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

Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read
Alert: IRS issues proposed regulations on Section 250
Kellie Becker
Article March 15, 2019 5 min read
Opportunity zones: Public comments on initial guidance from Treasury
Valerie Grunduski
Article February 28, 2019 2 min read