Jodi Rothenthaler

About Jodi Rothenthaler

I specialize in providing tax compliance, tax planning, and tax consulting services in the manufacturing, service and retail dealer industries. My client base includes family-owned, owner-managed, and private equity-owned businesses. The work I do extends beyond what you might think of when you hear “tax.” On any given day, you can find me advising clients on the related tax implications of their company’s structure, entity selection, transactions, and business succession. Serving others is my strongest value, and what drives me is knowing I\'m helping clients be successful. This career provides opportunities to not only serve clients but also staff and the community in a variety of ways. In the 20+ years I’ve been with the firm, I’m proud to have been involved in growing the practice, tax project management initiatives, recruiting, and staff development. Seeing staff whom I’ve recruited, worked with, and/or mentored over the years get promoted and succeed in their careers is extremely gratifying. I currently serve as the Tax Director for Plante Moran\'s Grand Rapids Tax Department.I’m a member of the AICPA, the Michigan Association of CPAs and Greater Grand Rapids 100+ Women Who Care. I currently serve on the board for the Women in Manufacturing (WiM) Western Michigan chapter. I received both my B.B.A. in accounting and finance and my M.S.T. from Grand Valley State University. Specialties- S-Corporations, Partnerships, Corporations- Business and Individual Taxation- Medium to large sized closely held businesses- Industries: Manufacturing & Distribution, Service and Retail Dealers

Experience

1. Partner

   Plante Moran

   Jul 2020 — Present

   Serving mainly manufacturing, distribution, and retail auto dealership industries, I advise clients on everyday tax compliance, tax planning, tax implications of their company’s structure, business decisions related to transactions, estate/gift planning, and business succession. My client base includes family-owned, owner-managed, and private equity-owned businesses.

Education

• Grand Valley State University

  BBA, Accounting & Finance

  2000 — 2004

• Grand Valley State University

  MST, Taxation

  2004 — 2008

Skills

• Tax
• Corporate Tax
• Tax Research
• Income Tax
• Cpa
• Tax Preparation
• Accounting