Sharon A. Davis, CPA

Sharon A. Davis, CPA
Of Counsel – Independent Contractor

Industry: Agribusiness – Dairy
Location: Brea, CA

Sharon Davis served the needs of Frazer, LLP’s Tax and agribusiness clients for over 30 years. During her tenure at Frazer, many of her clients are family dairies or other closely held agricultural businesses, she facilitated ownership/leadership transitions and provided estate and gift planning covering issues like lifetime transfers and on-farm and off-farm beneficiaries. Since retiring as a Partner end of 2019, she has continued to be an Advisor & Consultant to the firm and several clients.

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