The Sherbert Group The Sherbert Group Tax Credit Development Solutions
About The Sherbert Group

The People Behind the Projects

Advisory and capital under one roof — Sherbert Consulting shapes the deal, Moxie Investment Funds can fund it, and our partner CPA firm stays with the project after closing.

Tara Sherbert, Chief Executive Officer

Tara Sherbert

Chief Executive Officer
Sherbert Consulting · Moxie Investment Funds

Tara Sherbert has worked on real estate tax credit transactions for more than two decades. She has structured, developed, and invested in real estate projects valued at more than $4 billion, and she represents investors and developers on transactions nationwide involving historic, low-income housing, and new markets tax credits.

Tara led the development and construction management of Drayton Mills Lofts in Spartanburg, South Carolina — a $65 million historic rehabilitation that created luxury apartments and 60,000 square feet of retail space — and has led the redevelopment of University Center at Knowledge Park in Rock Hill, South Carolina, including the historic Power House.

She has been named one of the Charlotte Business Journal’s Top 25 Women in Business and a Woman of Distinction by Elysian magazine, and she is a member of the Zenith Group of the Women Presidents’ Organization. Before founding her own companies in 2006, Tara was a principal with the Reznick Group, where she led its real estate consulting practice.

Bill Sherbert, CPA, Chief Operating Officer

Bill Sherbert, CPA

Chief Operating Officer
The Sherbert Group

Bill Sherbert is Chief Operating Officer of The Sherbert Group, overseeing operations and finance across its companies.

A CPA by training, Bill has spent his career on the audit, tax, and cost certification work behind real estate tax credit projects. He has performed hundreds of audits, tax returns, and cost certifications for Low-Income Housing Tax Credit and historic rehabilitation projects, and he specializes in tax planning, tax credit structuring, and research on complex partnership and tax credit issues.

Bill received an award for one of the ten highest scores when he passed the CPA exam.

Aaron Mayer, Director

Aaron Mayer

Director
Sherbert Consulting · Moxie Investment Funds

Aaron Mayer is the Director of Sherbert Consulting and Moxie Investment Funds. A graduate of Duke University, he joined The Sherbert Group in 2006 and has coordinated with developers, investors, and lenders to structure and close nearly $2 billion in real estate tax credit transactions.

Aaron oversees the financial models built from the due diligence gathered through closing and development — for historic rehabilitation, low-income housing, new markets, and energy tax credits, as well as state tax credits — and oversees investments in projects that primarily use historic and South Carolina textile mill credits.

He earned his Master of Science in Accounting from the University of Connecticut in 2022, and he has been a panelist for Preservation North Carolina on historic rehabilitation, a guest lecturer for the Clemson MRED program on affordable housing, and a co-presenter with the Federal Reserve Bank on opportunity zones.

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Bring Us Your Project

Whether you are weighing a historic rehabilitation, a mill conversion, or an affordable housing deal, we can tell you quickly which credits apply and how to stack them.

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