Ryan C. Sheppard, CPA, CFF
Mr. Sheppard is a Partner with Rolleri & Sheppard CPAS, LLP. He has extensive experience in tax and business consulting for privately held companies, individuals, and not-for-profit organizations.
As a small business and individual tax expert Mr. Sheppard has extensive experience on issues surrounding taxation, compliance, and long term planning. Mr. Sheppard understands the tax code complexities surrounding individuals and small business and the integration between them.
For the privately held companies he represents, Mr. Sheppard is a seasoned business and tax advisor. His wide-ranging experience in business consulting, tax planning, accounting, acquisitions and sales allow him to provide these clients with well rounded, practical, and strategic forward thinking advice. Mr. Sheppard has assisted his clients with buyout strategies, mergers and acquisitions, sound tax advice, owner compensation matters, and cost reduction strategies.
Mr. Sheppard has testified in Court related to Federal and State tax law related to privately held companies and individuals. In addition he has been engaged to consult on dozens of legal related cases related to Federal tax law.
Mr. Sheppard is the Chairman of the Connecticut Society of Certified Public Accountant’s Professional Ethics Committee. Mr. Sheppard was appointed as a member of the Connecticut Society of Certified Public Accountant's Advisory Council. He also serves on the Connecticut Society of Certified Public Accountant’s Federal Income Taxation Committee and the Not for Profit Organizations Committee.
Some of Mr. Sheppard's more notable published work is as follows:
- IRS Allows SALT Tax Deduction Workaround...For Some - Bloomberg December 2021.
- Divorce and Tax Considerations - CPA Journal 2021.
- Advising Clients in a Post Covid World - Bloomberg 2020
- Partnership Abandonment- CPA Journal 2016.
- The Tax and Financial Implications of Divorce - CPA Journal 2013.
He has lectured at several continuing education seminars including the Connecticut Bar Association, The Connecticut Exit Planning Exchange, and a variety of accredited courses, primarily focusing on issues affecting privately held companies. In 2018 he presented a National Webinar on the Tax Cuts and Jobs Act of 2017.
Mr. Sheppard is a licensed CPA in New York and Connecticut. He is Certified in Financial Forensics (CFF). He is a member of the New York State Society of Certified Public Accountants and the Connecticut Society of Certified Public Accountants. Mr. Sheppard is a member of the American Institute of Certified Public Accountants. He is a graduate of Ball State University. Mr. Sheppard is a former member of the Greenwich, CT chapter of the National Association of Divorce Professionals (NADP).
Mr. Sheppard was appointed the 2012 & 2011 Co-Chair of the annual Not for Profit Organizations conference sponsored by the Connecticut State Society of Certified Public Accountants. He is the treasurer and sits on the board of Sphere Networking, LLC. He is the treasurer and a board member of Operation Hope, Inc. (a Fairfield based nonprofit organization). He was also the Chairman of the Board for Classes 4 Classes, Inc. (a national nonprofit organization). He is a three term treasurer (former) of Black Rock Congregational Church in Fairfield, CT and current treasurer of Masuk High School All Sports Booster Club.