Joel Rothenberg
Partner, PKF O’Connor Davies Advisory LLC
“I gain a deep understanding of my clients’ needs and collaborate with developers, managers, brokers, investment funds and operators of all types of real estate to solve complex tax issues.”
Joel Rothenberg works in the Commercial Business group at the Firm. He provides tax consulting, planning and compliance services for a variety of privately owned commercial and real estate businesses and their owners. Joel has 30 years of experience helping clients meet their strategic objectives by providing them with proactive, tailored and goal-oriented solutions.
Joel advises clients on federal and multi-state partnership and corporate issues related to choice of entity, operations and exit planning. He has worked with businesses that operate as C corporations, S corporations, partnerships/LLCs and their respective owners/partners. He has extensive experience in industries including real estate, manufacturing, technology and professional services.
Clients rely on Joel for his real estate taxation expertise and his ability to solve complex tax issues. His shoulder-to-shoulder collaboration with developers, managers, brokers, investment funds and operators of all types of real estate allows him to gain a deep understanding of their needs.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- New Hampshire Society of Certified Public Accountants (NHSCPA)
- Boston Estate Planning Council
Accreditations
- Certified Public Accountant (Massachusetts)
Education
- University of Denver, LLM in Taxation
- Gonzaga University, Juris Doctorate degree
- Montclair State University, Bachelor of Business Administration degree