Sharon is a Tax Partner in the certified public accounting and consulting firm of Warady & Davis LLP and the firm’s expert on real estate taxation issues. She has more than 25 years of public accounting experience, serving clients in the area of taxation and estate and gift and succession planning. This experience includes tax research and planning and the preparation and review of tax returns. She also participates in teaching in-house tax seminars for the firm. Sharon works with clients from a wide range of industries, including real estate, construction, manufacturing, distribution, hospitality, retail & wholesale and professional services, among others.
Areas of Specialization
Sharon’s tax expertise covers such diverse areas as individuals, estates and trusts, partnerships and LLCs and closely-held corporations. Areas of special interest within these categories include, but are not limited to, alternative minimum tax; partnership allocations pursuant to Sections 704(b) & 704(c) of the Internal Revenue Code; basis and at-risk limitations and multi-state issues.
In addition to significant tax planning and compliance services expertise, Sharon provides counsel for high net worth individuals, fiduciary organizations, S corporations and partnerships. She has been involved in the planning and use of many kinds of entities for the benefit of clients, including family partnerships and trusts (both testamentary and intervivos), spray and discretionary distribution trusts, mandatory income distribution trusts, gift trusts for minors, and charitable remainder and charitable lead trusts. Sharon also advises attorneys as to the tax consequences of will and trust documents.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
- Bachelor of Arts in Psychology, University of Illinois
- Master of Science in Accountancy, DePaul University of Chicago
- Licensed CPA in the State of Illinois
“Try, try, try, and keep on trying is the rule that must be followed to become an expert in anything.”