May 16, 2022
Authored By GreerWalker
The American Institute of CPAs (AICPA) has selected Sandi Thorman as a Tax Executive Committee member. The American Institute of CPAs is the world’s largest member association representing the accounting profession, with 431,000+ members in 130 countries. The AICPA provides educational guidance materials; develops and grades the Uniform CPA Examination; and monitors and enforces compliance within the profession.
There are currently 669,000+ actively licensed CPAs around the globe. The Tax Executive Committee (TEC) is both an AICPA senior technical committee and a standards setting body, and is authorized to set tax policy on behalf of our members; develop and monitor the enforceable Statements on Standards for Tax Services (SSTS); and oversee the strategy for communicating and creating tools and resources for members to ensure they remain the premier providers of tax services.
Sandi Thorman is the leader of GreerWalker LLP’s Estate, Gift and Trust Practice, the Business and Professional Services, and Financial Services Practice. Sandi has more than 20 years of tax and business advisory experience with a strong focus on the professional and financial services industry which includes attorneys, architects, engineers, investment advisors, private equity funds, mortgage bankers, investment banking firms, broker dealers, and insurance companies.
Sandi assists closely held companies and their owners with tax planning and compliance needs. She has significant expertise in entity selection, entity structure, ownership changes, mergers and acquisitions, succession planning, and estate planning.
GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately held middle market companies and their owners throughout the US and around the globe.
Through our affiliate, GreerWalker Wealth LLC, an SEC registered investment advisor, we offer customized wealth planning for every stage of life.
Our affiliate GreerWalker Corporate Finance LLC offers exit planning and merger and acquisition services to complete the business life cycle.
With over 120 associates, we are one of the ten largest firms in our region and among the top 200 firms in the United States. We have repeatedly been recognized as one of the nation’s “Best of the Best” accounting firms by Inside Public Accounting based on our overall superior financial and operational performance.
GreerWalker is a proud member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market. RSM US LLP is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise, and technical resources. For more information on how GreerWalker can assist you, please call (704) 377-0239.