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Brian J. Shepley

CPA, Partner

B.S., Computer Accounting, Stevenson University, cum laude

M.B.A., Loyola University of Maryland

Brian has over 18 years of public accounting experience in local, regional, and national organizations.

Specialties Include:

  • Tax planning and compliance for commercial and residential real estate owners

  • Tax planning and compliance for closely held businesses in service industries

  • Tax planning, research and compliance for high net wealth individuals

  • Estate and gift tax planning

  • Partnership planning and structuring

  • Financial education of younger generation family members

 

Memberships and Affiliations:

  • Member of the American Institute of Certified Public Accountants (AICPA)

  • Member of the Maryland Association of Certified Public Accountants (MACPA)

  • Member of the National Association of Industrial and Office Properties (NAIOP)

  • Active coach for various youth soccer teams.

Leadership