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Experience

Sarah is a partner in Plante Moran’s Chicagoland Real Estate and Construction practice, with more than 20 years of experience in consulting, assurance and tax services. Leveraging her deep knowledge of the industry to assist clients with financial reporting, tax implications, and operational considerations, she is known for her direct communication style and proactive approach. Sarah is excellent at anticipating issues and bringing them to the forefront for faster resolution. She combines these skills with a thorough understanding of closely-held businesses to not only evaluate the operational impact of a decision but also balance the outcome with the financial statement and tax impacts.

Sarah specializes in real estate entities (investors, managers, owners, and developers), construction contractors (general, heavy highway, and subcontractors/trades), engineering companies and home builders. In addition to traditional audit and tax work, Sarah works with clients on purchase price allocations, real estate acquisitions and dispositions, partnership negotiations, and merger and acquisition due diligence. 

Sarah is a CPA with a B.A. in accounting and mathematics from Augustana College and an MBA in finance and management and strategy from Kellogg School of Management at Northwestern University.

Specializes In

Additional Thoughts

Tax planning for property “sale” to an UPREIT
The umbrella partnership real estate investment trust (UPREIT) structure presents a unique opportunity for owners of real property to diversify their holdings, maintain a tax-efficient source of cash flow, and transition out of the day-to-day activities of a lessor.
Sarah Shepard
Webinar October 01, 2014 63 min watch