By Aaron Mayer
Director of Sherbert Consulting and Moxie Investment Funds
- Next year marks 20 years since the Sherbert Group was founded 🎉; two decades of turning tax credits into real impacts for communities and investors.
- We are proudly based in the Carolinas, but we have powered deals💡 across at least 30 states – plus Puerto Rico – helping revitalize neighborhoods nationwide.
- Our leadership team brings over 100 years of combined experience in the tax credit community. This ensures that every deal we make is handled with a high level of precision, review, and insight. 🗝️
- CPA firms must undergo thorough peer reviews with workpapers and quality control being reviewed and assessed by an independent CPA. Sherbert CPA has earned clean reports from its inception ✅– a rare feat that underscores our commitment to quality and compliance.
- 📈Through our Moxie investments division, we offer seamless solutions for tax credit equity and bridge financing, simplifying the path from concept to completion.
- The deals that we structure can be extremely complicated and take a long time to come to fruition. In fact, the most financial projection drafts that Sherbert Consulting ever issued on a single deal is 44!
- TMS development projects have earned local, state, and even national historic rehabilitation rewards, proving our work doesn’t just make use of tax credits – it preserves history. 🏆
- We scour tax updates that could affect our industry every single day, staying proactive so our clients should never miss an opportunity (or face a surprise).
- We’ve poured investments into over $600 million in real estate projects, fueling growth and transformation.
- Tara and Bill Sherbert played key roles in preserving the historic rehabilitation tax credit during 2017 tax reform ⚖️ and advocated for an industry that promotes the revitalization of history. To learn more about this specifically, check out the video below!
If you are in real estate, tax credits, or historic preservation, let’s connect. Feel free to reach out to find ways we can collaborate on your projects!