Thomas has over eight years of tax planning and compliance experience. He focuses on the real estate industry where he was worked with developers, investors, and owners on financial modeling, partnership allocations, deal structuring, and complex sales transactions. Additionally, Thomas has experience with Opportunity Zones, tax free exchanges, and private equity transactions.
His background also includes experience providing tax services for individuals. This includes compliance as well as tax forecasting and estate planning considerations.
Education, Credentials and Special Training
M.S., Accounting – Tax Concentration, Appalachian State University
B.S., Accounting, North Carolina State University
American Institute of Certified Public Accountants
Urban Land Institute
North Carolina Association of Certified Public Accountants
Civic and Community Activities
Board of Advisors, ULI Charlotte District
Treasurer, Sportsman’s Club of Charlotte
Golfing for Good Committee Member, YMCA
Facilities Committee Member, Blumenthal Performing Arts