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

Past Event - Slides Available: 2019 Exempt Organizations Conference

PAST EVENT - SLIDE DECKS AVAILABLE - 2019 Exempt Organizations Conference

View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.

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AuditWatch University Level 6

AuditWatch University Level 6

December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

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