Wendy Tillery
Partner – CohnReznick Advisory LLC
Wendy Tillery has more than 20 years of public accounting experience serving clients that require a diverse range of tax services and structuring. These include real estate developers (residential and commercial), renewable energy companies, real estate syndicators, construction companies, and not-for-profit organizations.
Experience and credentials
Certified Public Accountant
Works closely with large, consolidated multi-state corporations and partnerships, closely held corporations, and several high-net-worth individuals, providing tax planning and structuring
Responsible for the planning and supervision of tax engagements including multi-tiered partnerships and funds
Primary focus is to manage client needs relative to tax planning and tax saving strategies
Heavily involved in reviewing cost certifications and ten percent compliance reports for low-income housing credits and has extensive experience in tax research
Specific to renewable energy, helps clients with tax issues related to their deals including Section 1603, federal compliance, state and local property tax compliance, federal and state tax research, federal private letter rulings, sales and use tax consulting, and quarterly and annual tax planning and estimating
Also specific to renewable energy, provides IRS or state revenue department audit assistance; tax advisory services for federal, state and local incentives such as tax credits, grants, rebates, loans, carbon attribute tax consulting; and project document review for tax consequences
Provides clients with guidance on Section 42 Low-Income Housing Credits, Section 47 Rehabilitation Tax Credits, Section 48 Energy Credits, New Markets Tax Credits, and Historic Tax Credits
Structures and models transactions to help mitigate the tax impact for clients to help reduce taxable income
Heavily involved with leadership committees, helping to set policies and procedures in the Atlanta office and firmwide
Worked extensively on a due diligence engagement for a client’s S-1 filing with the SEC
Education
B.A. – American University
Professional affiliations
HOPE Atlanta
Central Atlanta Progress – Board of Directors
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