Katie Byrne, CPA

Senior Manager, Wipfli Advisory LLC

Location
Aurora, IL

Katie Byrne is a senior tax manager who specializes in providing comprehensive tax planning, compliance and advisory services to clients in the real estate and construction industries. She leverages her deep industry knowledge to proactively plan for the formation, restructuring and exiting of real estate deals, ensuring that each client’s unique needs are met with precision and care.

Through her participation in the firm’s knowledge management system partnership and real estate teams and the tax return inspection program, she collaborates with a network of professionals to develop and implement best practices, provide technical guidance and contribute to national-level industry training initiatives.

  • Real estate industry taxation, including tax-deferred exchanges, cost segregation studies, carried interests and related tax advice
  • Real estate structuring, restructuring and exit strategies
  • Private REIT compliance and testing
  • Individual taxation and planning

  • Certified Public Accountant

  • Illinois CPA Society (ICPAS) - Member
  • American Institute of Certified Public Accountants (AICPA) - Member

University of Illinois at Urbana-Champaign
  • Bachelor of science degree in accounting
Expertise and services

SERVICES