
Real Estate Tax Expert Maddy Rozo Joins Windes as Tax Partner
TL;DR
Joining Windes, Maddy Rozo brings a decade of tax expertise, giving the firm a competitive edge in real estate transactions.
Maddy Rozo, a CPA with a Bachelor of Arts in Business Administration, specializes in tax compliance, planning, and consulting for high-net-worth individuals.
Maddy Rozo's addition to Windes enhances the firm's ability to deliver exceptional tax services, fostering continued growth and innovation within the practice.
Maddy Rozo's expertise in tax implications of real estate transactions, credit opportunities, and cost segregation studies offers valuable insights for industry professionals.
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.
Curated from 24-7 Press Release