Joseph A. Caplan, CPA, MBA, Partner at Rosenberg Rich Baker Berman, P.A., and Partner at RRBB Advisors, LLC, has been named to the 2026 NJBIZ “New Jersey Finance Power List.” The annual list recognizes influential leaders who help shape New Jersey’s financial landscape through professional excellence, industry leadership, and meaningful contributions to the business community.

Joe’s inclusion reflects his impact as a trusted advisor to owner-managed businesses throughout the region and his ongoing commitment to advancing the accounting profession. Through his work at RRBB, he helps organizations navigate complex tax matters, respond to changing business conditions, and develop strategies that support long-term growth and stability.

The 2026 Finance Power List

The NJBIZ “New Jersey Finance Power List” highlights professionals whose leadership extends beyond their organizations and influences the broader financial and business communities across the state. Honorees represent a diverse group of executives, advisors, and industry leaders who help drive economic growth, innovation, and business success throughout New Jersey.

“I’m grateful for this recognition and proud to be included among this year’s honorees,” said Joe. “It’s a privilege to work with businesses throughout New Jersey and help them navigate opportunities and challenges as they grow.”

Joe’s recognition aligns with RRBB’s commitment to providing insight-led guidance that helps clients make confident decisions in an increasingly complex business environment. The firm’s approach emphasizes strategic thinking, disciplined execution, and strong relationships that support clients through every stage of growth.

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, opportunities, and growth.

A respected leader in the accounting profession, Joe has earned several honors for his work and service. This year, he was named to the Forbes “Best-in-State CPAs” and NJBIZ “Leaders in Finance” lists. NJBIZ also listed him in the inaugural 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.