Bethany Wagner

Bethany Wagner is a Tax Senior Manager in the firm’s Real Estate Tax practice. With nearly 15 years of experience, Bethany focuses on serving clients in the affordable housing sector. She advises management companies, construction firms, developers, and owners of apartment complexes on complex tax matters across the real estate and construction industries.

 

Bethany is adept at overseeing tax engagements from start to finish, including the review of complex business and individual tax returns, first-year Low-Income Housing Tax Credit filings, and tax projections and planning initiatives. Her work often involves advising owners and principals of real estate and development companies, helping them address compliance considerations while aligning tax strategies with operational and investment goals.

 

Bethany oversees and mentors staff, seniors, and managers, serving as a trusted resource for technical guidance and problem-solving. She is actively involved in internal training efforts and is frequently sought out by team members for her practical insight and collaborative style.