Novogradac & Company LLP Promotes Four to Principal

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New Principals Expand Client Services for National CPA Firm

Novogradac & Company LLP, a national accounting and consulting firm, elevates George Barlow and Rob Bryant of the Dover, Ohio, office; Tina Matzen of the St. Louis office; and Lindsey Sutton of the Austin, Texas, office to principal. The firm, which specializes in affordable housing, community development, historic preservation and renewable energy tax credits and other areas, has 32 principals in more than 25 offices nationwide.

“My partners and I are pleased to announce that George, Lindsey, Rob and Tina have been promoted to principal,” said Michael Novogradac, the firm’s managing partner. “Their hard work and dedication has allowed the firm to better serve its expanding client base.”

Mr. Barlow specializes in new markets tax credits (NMTCs), historic tax credits (HTCs) and renewable energy tax credits (RETCs). Mr. Barlow has consulted on more than 250 tax credit transactions with cumulative development financing exceeding $3.4 billion. He works with real estate developers, community development entities (CDEs), syndicators, lenders and investors on the structuring, financing and syndication of NMTC, HTC and RETC transactions. He also advises on tax and regulatory matters in addition to providing traditional audit and tax services. Mr. Barlow earned a bachelor’s degree in accounting and master’s degree in accounting from Kent State University. He is licensed as a certified public accountant in Ohio.

Mr. Bryant specializes in consulting services for NMTC, RETC and HTC transactions. Mr. Bryant has provided consulting and financial modeling services for more than 350 transactions, exceeding $8 billion in NMTC allocation, including numerous twinned structures using HTCs and RETCs and stacked structures combining state and federal NMTCs. He also has experience with financial statement audits, tax return preparation, final cost certification audits and transaction document review services. He earned a bachelor’s degree in accounting from Kent State University. He is licensed as a certified public accountant in Ohio.

Ms. Matzen specializes in real estate accounting and auditing with an emphasis in the new markets, historic and affordable housing industries. Ms. Matzen is also an active member of the firm’s quality control team. Before joining Novogradac & Company LLP in 2012, she worked in public accounting for more than 10 years, serving closely held companies in a broad range of industries including real estate, construction and service. She received a bachelor’s degree in accounting and a master’s degree in accounting from Truman State University and is licensed as a CPA in Missouri.

Ms. Sutton works with the firm’s Government Consulting and Valuation Advisory Services (GoVal) group. Ms. Sutton has professional experience and extensive knowledge in market analysis and valuation of multifamily properties in the affordable housing industry. She has performed various types of multifamily analyses, feasibility studies, rent comparability studies, partnership valuations and appraisals for residential and commercial developments funded by LIHTCs and the U.S. Department of Housing and Urban Development (HUD), as well as the U.S Department of Agricultural Rural Development. She also specializes in consulting for syndicators, developers and lending agencies. Additionally, Ms. Sutton has extensive knowledge of the HUD Rental Assistance Demonstration (RAD) program and has provided appraisal and other various consulting services under this program. Ms. Sutton received her bachelor’s degree in finance from Texas State University. She is a certified general appraiser and is a candidate for designation.

Novogradac & Company LLP is a national certified public accounting and consulting firm headquartered in San Francisco with offices in San Rafael, Walnut Creek and Long Beach, Calif.; Dover, Columbus and Cleveland, Ohio; Austin, Dallas and El Paso, Texas; Toms River and Iselin, N.J.; St. Louis; Boston; New York; Chicago; Portland, Ore.; Naples, Fla.; Raleigh, N.C.; and the greater metropolitan areas of Philadelphia; Washington, D.C.; Atlanta; Detroit; Kansas City, Mo, and Seattle. Specialty practice areas include tax, audit and consulting services for tax-credit-assisted affordable housing, community revitalization, rehabilitation of historic properties and renewable energy. Other areas of expertise include business valuation, preparation of market studies, appraisals and other analyses of multifamily housing investments and renewable energy tax credit developments. The firm takes care to understand fully the nature of its clients’ businesses and can provide tax and accounting advice as needed throughout the assignment.

For additional information on Novogradac’s personnel and areas of expertise, visit http://www.novoco.com or call (415) 356-8000.

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