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, historic tax credits (HTC), Low-Income Housing tax credits (LIHTC), and 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 Co-Treasurer
Stitch Buffalo, Finance Committee, Board Treasurer
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
Cost Segregation Studies Can Reveal Substantial Tax Savings
Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be the key to unlocking it. This is a strategic tool that combines accounting and engineering techniques to identify building costs that are properly allocable to tangible personal property rather than […]