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Biography

Josh is a Principal in the Bardstown office. In this role, he works across the firm’s teams addressing a wide range of complex tax matters, including estate and gift tax, sales and use tax, corporate income tax, pass-through taxes, and individual income taxes.

Prior to joining Cerity Partners, Josh served as a Tax Manager at ARGI Financial Group. Before ARGI, he worked at a global vehicle and engine care company where he focused on corporate state and local taxes. Prior to his corporate career, he was a Senior Tax Associate at a Big Four accounting firm.

Learn more about my practice.

Education

  • B.S. in Accounting from Coastal Carolina University
  • J.D. from the University of Louisville Brandeis School of Law
  • LL.M in Taxation from Washington University in St. Louis

Highlights

  • Member of the Kentucky Bar Association

Latest Insights

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Joshua Norman

Principal

Tax Strategies

Webinar Recording: Q1 Tax Planning Strategies for Executives

Join Principal Joshua Norman as he discusses strategies to address Q1 tax gaps from bonuses and equity vesting.

Joshua Norman

Principal

Incentive Stock Options

Turning Equity Compensation into a Strategic Asset

Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader company objectives. We explore common equity compensation structures you might encounter and strategies for maximizing their value.

Joshua Norman

Principal

Corporations

How Business Owners Can Profit From Qualified Small Business Stock

Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been made even more powerful following the passage of the One Big Beautiful Bill Act (OBBBA). Under Internal Revenue Code § 1202, noncorporate taxpayers may exclude a significant portion—or even all—of […]

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: February 2026 Economic and Market Outlook

February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

Individuals and Families

Cerity Partners Completes SOC 2 Cybersecurity Audit

January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…

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