Katie is a Senior Manager in Wegner CPAs’ Tax & Business Services department. She joined our team with over 10 years of progressive experience in real estate taxation and client consultation. Katie is skilled in mentoring team members, enhancing their understanding and application of complex tax regulations, and fostering strong client relationships through effective communication and strategic planning. She is experienced in:
- 1031 Exchanges
- 704(c) Allocations
- Basis and At-Risk Limitations
- Opportunity Zones
- 163j Application
- Tax Cuts and Jobs Act
