Joseph A. Caplan, CPA, MBA, Partner at RRBB Advisors, LLC, and Rosenberg Rich Baker Berman, P.A, has been named to the NJBIZ 2026 “Leaders in Finance” list. The NJBIZ “Leaders in Finance” program recognizes financial professionals across New Jersey who demonstrate leadership, innovation, and meaningful impact in guiding businesses and strengthening the financial community.

“I’m honored to be included among this year’s ‘Leaders in Finance,'” said Joe. “New Jersey has an exceptional community of financial professionals committed to helping businesses succeed. I’m grateful to work alongside talented colleagues and clients every day, and I’m proud to contribute to a profession that plays such an important role in supporting business growth.”

The NJBIZ “Leaders in Finance” Recognition

The NJBIZ “Leaders in Finance” awards celebrate professionals across banking, accounting, investment, and financial services who help shape the economic strength of New Jersey. Honorees are selected for their leadership, professional accomplishments, and contributions to the broader business community. NJBIZ will recognize the 2026 “Leaders in Finance” during an awards ceremony from 8–10:30 a.m. on April 28 at The Marigold in Somerset. Tickets and event information are available through the NJBIZ event page.

Joe’s recognition reflects both his professional leadership and the strategic advisory work he provides to owner-managed businesses throughout the region. At RRBB, Joe helps clients navigate complex tax matters, regulatory changes, and long-term planning decisions, with a focus on delivering practical guidance that supports sustainable growth. His work reflects RRBB’s broader commitment to providing forward-looking financial guidance. The firm focuses on helping organizations anticipate change, understand risk, and make confident decisions about what comes next.

About Joe Caplan

Joe focuses on providing tax, advisory, and accounting services to owner-managed businesses in various professional service industries. Generally, these industries include medical and dental practices, law firms, real estate, and small businesses. He counsels clients on business and tax strategies to help them address short- and long-term challenges and opportunities and support growth.

Passionate about the profession, Joe has made significant contributions to the firm, community, and industry. Thus, NJBIZ also listed him in the 2019 “Vanguard Series: Accounting” issue. Joe is an active member of the New Jersey Society of Certified Public Accountants (NJCPA), past president of the Monmouth/Ocean Chapter, and former chair of the chapter’s Healthcare Committee. Because of his contributions to the profession, he received the NJCPA “Ovation Award: Impact” in 2023. Joe is also a former member of the Young Member Leadership Committee for the American Institute of Certified Public Accountants (AICPA) and served on the AICPA Foundation Scholarship Committee. He graduated from the Leadership Academy there in 2018 as one of only 41 CPAs selected nationwide.

Joe, a resident of Howell, received his Master of Business Administration from Saint Peter’s University in 2010. He received his Bachelor of Science in Accounting, cum laude, from the College of Staten Island, the City University of New York (CUNY), in 2005.