EXPERIENCE

Sheree Nelson has 20 years of appraisal and ad valorem tax administration experience. She specializes in real and personal property appraisal, property records consulting and property tax consulting, having performed more than 75 nursing home valuation analyses over the past three years. She has appraised a broad range of properties for mergers, acquisitions, financing, assessment review, estate planning and casualty loss purposes.

Sheree has directed appraisal and property tax engagements for major national and international corporations in a variety of industries including health care, telecommunications, food services, manufacturing, hotels, banking and insurance. Her responsibilities have also included software system development and analyses, fixed asset system consulting, cost segregation analyses, real estate investment analyses and due diligence portfolio review for various lending institutions.

Prior to forming Nelson & Wallery, Ltd. in 1991, Ms. Nelson was a Valuation Services Manager for a Big Six accounting firm, an appraiser, and a property tax consultant. Extensive mass appraisal experience has been gained through serving as a Property Tax Assessor for various Wisconsin municipalities over the past 20 years. Responsibilities included performance of revaluation and maintenance assessment duties.

EDUCATION

DePaul University, Chicago, Illinois
Juris Doctor

University of Wisconsin-Eau Claire
Master of Business Administration, Information Systems

University of Wisconsin-Eau Claire
Bachelor of Business Administration

Completion of numerous valuation courses through the American Society of Appraisers, Institute of Property Taxation, Illinois CPA Society, Wisconsin Department of Revenue, and International Association of Assessing Officers

PROFESSIONAL CERTIFICATIONS

Certified Member, Institute of Property Taxation (CMI)
Licensed Certified Public Accountant (CPA)
Certified Wisconsin Assessor 2
Certified Indiana Assessor-Appraiser II

PROFESSIONAL AFFILIATIONS

International Association of Assessing Officers
Wisconsin Association of Assessing Officers
Institute of Property Taxation
Illinois CPA Society

PROFESSIONAL ACTIVITIES

Editor, Journal of Property Tax Management
Past Chair, Information Services Committee, Institute of Property Taxation
Member Real Estate Committee, Illinois CPA Society