Principal
Kerry Roets
CPA, MT
Kerry advises real estate organizations on tax strategies that support growth, investment, and long-term planning. She works with clients on tax planning and compliance matters tied to acquisitions, development opportunities, and evolving financial goals. Her experience includes cost segregation studies, tax credits, and incentive planning, along with work supporting professional service firms.
Education
University of Denver, Master of Taxation
John Carroll University, Bachelor of Science, Business Administration and Accounting
Community
Preservation Buffalo Niagara, Board Member
Stitch Buffalo, Finance Committee, Board Member
United Way of Buffalo and Erie County, Board Leadership Training
Professional
American Institute of Certified Public Accountants
New York Women in Real Estate
NYCPA – The New York State Society of CPAs
Ask Me About
Beekeeping
Service Expertise
Industry Expertise
Latest Insight
Maximizing Value with the Historic Rehabilitation Tax Credit
The Historic Rehabilitation Tax Credit (HTC) offers financial incentives for preserving historic buildings. It provides insights into the application process and potential challenges, helping to enhance the value of historic properties.