Ryan C. Sheppard, CPA, CFF, Managing Partner
- Managing Partner
Mr. Sheppard has extensive experience in divorce, tax compliance, tax planning, 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, long term tax advice, owner compensation matters, and cost reduction strategies.
For the indivual clients he represents Mr. Sheppard combines his thorough knowledge of the tax code to each unique client's circumstances. With his knowledge of the political landscape Mr. Sheppard plans tax strategies for his clients surrounding timing of tax law changes and future tax law changes on the horizon.
For his divorce practice Mr. Sheppard is a well seasoned litigation support expert in family law matters. He is a frequent author on divorce and family related tax matters. He has testified in State court on divorce matters surrounding alimony reconciliations and his knowledge of current divorce law. Over his career he has consulted on thousands of cases in divorce providing litigation support to his clients and their legal counsel. His work is well known for being complete, accurate and easy to understand. In addition to his published articles on taxation and divorce law, Mr. Sheppard taught a nationally accredited course on The Tax Aspects of Divorce in 2023 to other advisors and attorneys.
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.
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 and divorce. In 2018 he presented a National Webinar on the Tax Cuts and Jobs Act of 2017. In 2023 he presented a National Webinar on the Tax Aspects of Divorce sponsored by Strafford CPE (Tax Aspects of Divorce).
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.