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Real Estate Tax Expert Maddy Rozo Joins Windes as Tax Partner

Burstable News - Business and Technology News January 27, 2025
By Burstable News Staff
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Real Estate Tax Expert Maddy Rozo Joins Windes as Tax Partner

Summary

Windes strengthens its real estate tax expertise with the appointment of Maddy Rozo as Tax Partner, bringing specialized knowledge in complex real estate transactions and tax planning at a time when real estate tax complexity continues to increase.

Full Article

Leading advisory firm Windes has appointed real estate tax specialist Maddy Rozo as Tax Partner in its Long Beach office, strengthening the firm's capabilities in complex real estate transactions and tax planning services. The appointment comes as real estate investors face increasingly complex tax considerations around opportunity zones, low-income housing credits, and property transactions.

Rozo brings over ten years of specialized experience in real estate tax compliance and consulting, with particular expertise in Section 1031 Like-Kind Exchanges, partnership interest transfers, and cost segregation studies. Her appointment enhances Windes's ability to serve clients navigating sophisticated real estate transactions and tax optimization strategies.

The addition of Rozo as Partner signals Windes's commitment to expanding its real estate tax practice amid growing demand for specialized expertise in property transactions and tax credits. Her experience with Opportunity Zone Credits and Low-Income Housing Credits is particularly relevant as these programs continue to influence real estate investment strategies.

'Maddy's technical expertise and strategic leadership represent a significant addition to our team,' said Managing Partner Sean McFerson, highlighting the firm's focus on strengthening its tax advisory capabilities.

A Certified Public Accountant and graduate of California State University, Fullerton, Rozo maintains active membership in both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants, ensuring alignment with current tax regulations and industry best practices.

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