Sharon Berman

Sharon Berman

Partner, Atlantic Regional Leader, Private Client Services

CPA, CFP

BDO Greater Washington, D.C.

703-770-6377

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Executive Summary

Sharon Berman specializes in providing comprehensive income tax, estate and gift tax and financial planning services to high net-worth individuals and closely held businesses. The services she provides are objective, independent and provide no commission.

Sharon’s experience of more than 20 years includes advising government officials, owners and athletes in professional sports, owners and executives in publicly traded companies, real estate professional services firms and government contracting companies.  She has working relationships with many of the local estate planning attorneys and investment advisors who cater to a similar clientele.

Sharon was recently named a Washington area Top CPA by Washingtonian Magazine.

Prior to joining BDO USA, LLP (BDO), Sharon worked for Argy, Wiltse & Robinson, P.C., Arthur Andersen and PricewaterhouseCoopers.

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Certified Financial Planner™
Certified Public Accountant, Maryland and Virginia
Maryland Association of Certified Public Accountants
Personal Financial Specialist Credential from the AICPA

Education

M.S., Taxation, American University

B.S., Accounting, University of Maryland


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