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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 the 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.

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