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Joshua Norman

Client Advisory

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 and Jason Hill

Principal & Partner

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether your fund has distributed a dollar. Now is the time to prepare for the tax bill coming due.

Carrie A. Grey and Joshua Norman

Principal

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch even well-run companies off guard.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.