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Experience

I like to think of myself as a builder — a builder of my clients’ profits, of the people I engage with, and of our real estate and construction practice. Many of my clients are real estate entities, construction contractors, engineering companies, and home builders. Whether I’m helping them build their products or their own businesses, I bring more than 20 years of experience in consulting, assurance, and tax services.

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Specializes In

I enjoy sharing my culinary skills at our dinner parties. From laying out a charcuterie plate, to pairing the pappardelle with the veal ragu and the proper wine, and of course, serving a chocolate soufflé for dessert, I do it all.

Additional Thoughts

Tax planning for property “sale” to an UPREIT
Sarah Shepard
Webinar October 1, 2014 63 min watch
You tripped a loan covenant. Now what?
Webinar October 16, 2018 30 min watch
Compensation strategies: Keep your most talented
Article October 9, 2018 5 min read