Sharon A. Davis, CPA

Sharon A. Davis, CPA
Partner

Industry: Agribusiness – Dairy
Location: Brea, CA

Sharon Davis has been serving the needs of Frazer, LLP’s agribusiness clients for over 30 years. Since many of her clients are family dairies or other closely held agricultural businesses, she facilitates ownership/leadership transitions and provides estate and gift planning covering issues like lifetime transfers and on-farm and off-farm beneficiaries.

Areas of Specialty:

  • Multi-generational family wealth and business succession planning
  • Income, gift and estate tax compliance and planning
  • Entity formation, selection, restructuring and consulting
  • Buy/Sell agreement set up and financing options
  • Section 1031 like-kind exchange planning and consulting
  • Debt restructure and cash flow budgeting and planning
  • Financial statement preparation and analysis

Education:

Columbus College
Columbus, GA
Bachelor of Science, Business Administration
Accounting Emphasis

University of Southern California
Los Angeles, CA
Master of Business Taxation

Professional Associations and Activities:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants