Kerry A. Roets, CPA

Principal

716-856-3300

kroets@LumsdenCPA.com

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Kerry joined Lumsden McCormick with over 10 years of experience in areas of business tax and cost segregation along with tax compliance for individuals. Her experience includes real estate for hospitality, multifamily housing, and commercial properties; historic tax credits; partnerships; and private equity and family wealth. 

EDUCATION

University of Denver, Master of Science, Taxation 
John Carroll University, Bachelor of Science, Business Administration/Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
Colorado State Association of Certified Public Accountants
CREW Network (Commercial Real Estate Women), Colorado
New York State Society of Certified Public Accountants

Upcoming Events

Webinar Series Part III: Planning, Planning, and More Planning - What’s Necessary to Optimize Your Personal Financial Position

Webinar Series Part III: Planning, Planning, and More Planning - What's Necessary to Optimize Your Personal Financial Position

June 22, 2021

Given the proposed tax rate increase to individuals, planning will be the key to mitigate financial stress. Your key takeaways from this one-hour discussion will include planning strategies that you can implement now.

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Webinar Series Part I: Federal Tax Laws Gone Wild

Webinar Series Part I: Federal Tax Laws Gone Wild

May 25, 2021

Planning is key to mitigate the impact of the administration's proposed tax law changes expected for tax year 2021. This one-hour presentation will review the potential changes and the impact to your operations.

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