Skip to Content
Headshot of Joe Bertsch

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.
View More of Joe's Experience
I strongly believe that attitude is everything. Bring a positive one every day — good things will happen, and the challenges will become easier.

You might also like…

Consider performing a cost segregation study sooner rather than later
Caitlin Slezak
Article April 5, 2021 3 min read
Final regulations clarify real estate rules for like-kind exchanges
Jonathan Winterkorn
Article March 26, 2021 5 min read
IRS issues guidance on bypassing SALT limitation on pass-throughs
Ron Cook
Article March 26, 2021 4 min read