Professional Overview

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

Professional Affiliations

• 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