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Michelle is a CPA with over 30 years of experience, specializing in creating and maximizing enterprise value. Her career includes a decade with top consulting firms like EY and PwC, where she led billion-dollar M&A transactions and managed post-acquisition integrations, building a reputation for driving success with precision and insight.
Currently, Michelle focuses on helping real estate investors minimize taxes and maximize returns by educating them on often-overlooked deductions that many tax preparers miss. As a sponsor and general partner in real estate syndications, she creates passive investment opportunities in high-demand markets like Oxford, Mississippi, particularly in student housing.
Michelle leverages tax-efficient strategies, including cost segregation, 1031 exchanges, and self-directed IRAs, to help investors enhance their returns and avoid overpaying on taxes.
Through the Real Estate Tax Strategy Institute, Michelle leverages her extensive CPA expertise and deep passion for real estate tax strategies to equip real estate investors with the knowledge and tools needed to implement IRS-proven strategies, optimize tax efficiency, and avoid overpaying taxes.
Kevin Jerry is a nationally recognized authority on Tax Method Changes, specializing in Cost Segregation, Tangible Property Regulations, and revenue recognition strategies. A graduate with honors from the University of Cincinnati, he holds a Master of Science in Real Estate Taxation.
Over the past decade, Kevin has collaborated with some of the nation's largest property owners, providing expert guidance on complex tax strategies. His expertise has made him a sought-after speaker on topics such as Tangible Property Regulations, Real Estate Professional certification, and Cost Segregation.
Kevin has delivered presentations at prestigious events hosted by organizations including the American Institute of Certified Public Accountants, the Kentucky CPA Association, the Florida CPA Association, the Hong Kong Trade Association, and the California CPA Association.
Together, Michelle and Kevin combine their unique strengths to provide unmatched expertise in real estate tax strategies. Michelle’s deep financial knowledge and strategic insight seamlessly align with Kevin’s technical proficiency and ability to navigate IRS processes.
This complementary partnership ensures a comprehensive approach that addresses every aspect of tax planning and compliance, empowering real estate investors with innovative and effective solutions. Certified through the National Association of State Boards of Accountancy (NASBA), they uphold the highest standards of professionalism and continuing education to deliver exceptional results.
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