Sharon is vice-chair of the State and Local Tax Group.
She has more than 20 years of experience representing companies of all sizes in a broad range of state and local tax matters. Sharon assists clients in resolving disputes concerning sales and use tax, corporate net income tax, capital stock and franchise tax, fuel tax (IFTA), and business privilege tax liabilities. She also deals with some personal income tax matters for individuals. Sharon represents taxpayers in proceedings before the Board of Appeals, the Board of Finance and Revenue, the Commonwealth Court of Pennsylvania and the Pennsylvania Supreme Court. Additionally, she handles unclaimed property audit appeals and advises businesses concerning unclaimed property reporting obligations.
Sharon has extensive experience dealing with sales and use tax audit appeals and refund claims. She has obtained substantial relief for clients in cases involving diverse issues, ranging from audit procedures and documentation for nontaxable sales to the applicability of the manufacturing and public utility exclusions, the taxation of various types of services, and the taxation of items such as computer software, financial institution security equipment, and property transferred pursuant to construction contracts. Sharon also has considerable experience handling IFTA audit assessment appeals.
Sharon lectures on Pennsylvania tax topics for various organizations. She has written numerous articles on Pennsylvania tax topics and regularly publishes articles in the Pennsylvania Accountant.
Brigham Young University, B.A., 1985
University of North Carolina School of Law, J.D., 1990, with honors, North Carolina Law Review, 1989-90
Pennsylvania Bar Association, Tax Law Section, Chair
Dauphin County Bar Association
Harrisburg Regional Chamber of Commerce Tax Committee, Vice-Chair
October 18, 2015 - Know Your Nexus: Don’t Get Blindsided by State Tax Rules
March 16, 2015 - Devil's in Details of PA Governor's Tax Proposals
November 1, 2024 - A Day On Tax with McNees - 2024
December 11, 2023 - 42nd Institute on State and Local Taxation
November 3, 2023 - A Day On Tax with McNees - 2023
May 11, 2023 - A Morning on Pennsylvania State & Local Tax Issues
November 4, 2022 - A Day on Tax with McNees
July 23, 2018 - PICPA Conference
November 16, 2017 - Pennsylvania Tax Update
July 18, 2017 - Pennsylvania Sales Tax
November 7, 2014 - Institute for Professionals in Taxation
October 30, 2014 - 2014 Pennsylvania State & Local Tax Review
February 7, 2019 - Pennsylvania Tax Outlook - Webinar
August 3, 2017 - Sales Tax Webinar
October 1, 2015 - Pennsylvania Sales and Use Tax Update for Manufacturers Webinar
November 1, 2024 - A Day On Tax with McNees - 2024
November 3, 2023 - A Day On Tax with McNees - 2023
May 11, 2023 - A Morning on Pennsylvania State & Local Tax Issues
November 4, 2022 - A Day on Tax with McNees
November 1, 2019 - State and Local Taxes for Pennsylvania Businesses
October 26, 2018 - State and Local Taxes for Pennsylvania Businesses
October 20, 2017 - Sales and Use Tax for Pennsylvania Businesses
October 25, 2016 - 2016 Pennsylvania State & Local Taxes Seminar
November 17, 2015 - Pennsylvania Sales & Use Tax Update
October 30, 2015 - 2015 Pennsylvania State & Local Taxes
November 14, 2014 - Fast Moving Updates in Transportation, Distribution & Logistics
October 10, 2013 - State & Local Taxes for Pennsylvania Businesses 2013