BETHESDA, Md.--(BUSINESS WIRE)--Reznick Group, a top 20 national CPA firm, today announced the appointment of five new principals to the leadership ranks of its audit, tax and real estate consulting tax practices.
“Each of these new principals has demonstrated outstanding leadership qualities both within their offices and firm-wide,” said Ken Baggett, Reznick Group Managing Principal and CEO. “As Reznick Group further aligns its resources geographically while expanding our capabilities, these outstanding individuals will help us continue to deliver the exceptional client service and outstanding value for which Reznick Group is known.”
The five new Reznick Group principals are:
Adam Kleeman, CPA – Baltimore Office
Kleeman has more than
18 years of experience providing audit, accounting and consulting
services in the commercial and multi-family real estate industries. He
has extensive experience working with investors, developers, owners and
management companies of various sizes and complexities. This experience
includes audits of publicly-traded real estate investment trusts (REITs)
and Community Development Entities (CDEs). Most recently, Kleeman has
focused his efforts on servicing clients that utilize New Markets,
historic and low-income housing tax credits to subsidize the financing
of real estate projects. Kleeman holds a BA in Government and Politics
from the University of Maryland.
Lucas Matesa, CPA – Baltimore Office
Matesa has more than 12
years of experience providing audit and accounting advisory services to
a wide variety of clients. These clients include real estate developers
and investors, with a focus on multi-family and commercial real estate
financed through low-income housing tax credits and historic tax
credits, mortgage companies (HUD non-supervised lenders), private real
estate investment trusts (REITs), state and local government agencies,
and health and human service organizations. Matesa has managed,
developed, and executed audit plans, operational reviews, and special
projects for his clients. His experience includes providing attest
services to state and local municipalities and performing audits under
Government Auditing Standards, audits of compliance, and audits in
accordance with OMB Circular A-133. Matesa holds a BS in Accounting from
Mount St. Mary’s University.
Marshall Phillips, MBA – Charlotte Office
Phillips has 18
years of experience in finance and accounting with a focus on sourcing
equity and debt capital for real estate transactions as well as
operating companies. As a member of Reznick Group’s real estate
consulting practice, he works with clients in structuring real estate
transactions that include the use of historic tax credits, affordable
housing tax credits, solar/renewable energy tax credits and incentives
and New Markets tax credits. He also works with a variety of state
credit programs and oversees due diligence on behalf of investors and
syndicators. Phillips holds an MBA in Finance from Georgia State
University and a BA in Economics from Rollins College.
Rick Suid, CPA – Atlanta Office
Suid has 14 years of
experience with a concentration on serving the audit and business
advisory needs of clients in the real estate industry. His clients
include residential and commercial real estate developers, tax credit
syndicators and real estate funds. He also works with nonprofit
companies, restaurants, and healthcare companies. Suid has extensive
experience in the low-income housing tax credit arena where he is
responsible for supervising audits, reviews, and various agreed upon
procedures reports. He is also actively involved with the firm’s college
recruiting and professional staff development. Suid holds a BS in
Accounting from the University of Florida.
Joseph Wallace, CPA – Charlotte Office
Wallace has more than
10 years of public accounting experience with a focus on partnership tax
law, individual tax law, and federal and state tax credits. His work
includes tax compliance, tax planning, and tax consulting to clients in
industries that include real estate and manufacturing. He also works
with individuals and other small businesses. In addition to his
responsibilities for the planning, preparation and review of tax and
consulting engagements, he is also responsible for training, supervising
and mentoring associates in the tax department. Wallace holds a MS and a
BS in Accounting from Wake Forest University.
About Reznick Group
Reznick Group is a top 20 national public accounting firm providing accounting, tax and business advisory services to clients nationwide. The firm's industry experience includes affordable housing, financial services, renewable energy, professional services, commercial real estate and technology. For more information, please visit www.reznickgroup.com.
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