Sheldon’s tax consulting practice is located in Bellevue, WA. As a CPA with a law degree, Sheldon brings broad insight and perspective to his tax practice. Prior to starting his own firm in 2005, Sheldon began his career in 1983 as a tax consultant with the international consulting firm of Ernst and Young, and was most recently employed as a senior tax consultant at the CPA firm of Clark Nuber in Bellevue, WA. During his career, he was also the tax manager both for a regional real estate developer/lender, and for an international hotel and resort investment and management company.
Practice Emphasis:
- Income tax consulting for high net-worth individuals, estates and trusts, real estate activities, closely held businesses, and pass-through entities such as partnerships, limited liability companies, and S corporations;
- Estate and gift tax consulting;
- Utilization of family owned investment entities as wealth transfer, wealth management, and liability protection vehicles;
- Passive activity loss utilization consulting;
- Stock option exercise consulting;
- Strategic planning with respect to acquisitions and disposals of business entities and real estate;
- Planning to preserve capital gain tax potential for appreciation realized on real estate prior to development (including tax-efficient entity structures for real estate transactions);
- IRS controversy representation and assistance;
- Planning for Alternative Minimum Tax reduction.
Education:
- University of Illinois College of Law at Champaign, Illinois, J.D.
- Augustana College, Illinois, B.A. in Accounting and Business Administration
Professional Activities:
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Washington State Bar Association
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