Sandi O. Thorman

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.

Prior to joining GreerWalker LLP in 2000, Sandi worked at KPMG in Cincinnati, Ohio.

Professional Service Firms, Financial Services

Business Taxation, Partnerships, Mergers & Acquisitions, Estate, Gift & Trust, Individual Taxation

Bachelor of Science in Accounting, Indiana University

Certified Public Accountant, North Carolina, Certificate #28365
Family Business Advisor Certification

Charlotte Estate Planning Council – Member
Queens University Estate Planners Day – Steering Committee Member
AICPA Tax Executive Committee – Member
Spartanburg Estate Planning Council – Member
AICPA National Tax and Sophisticated Tax Conference Committee – Member
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Private Directors Association – Executive Committee & Member

“Navigating the Charitable Transfer of a Business Interest” – Carolinas Planned Giving Conference
“Best Ideas From the Conference Yours And Ours“ – AICPA National Tax and Sophisticated Tax Conference
“Navigating The Charitable Transfer Of A Business Interest“ – AICPA National Tax and Sophisticated Tax Conference
“Where, Oh Where Is My Trust Taxed?“ – AICPA National Tax and Sophisticated Tax Conference
“Fiduciary Income Taxation of Trusts and Estates” – NC Bar Association
“Charitable Gifts of Business Interests: Key Planning Considerations” – Foundation For The Carolinas
“Learning From The Bloomberg Tax 2020 State Trust Nexus Survey” – Bloomberg Tax & Accounting
“Ask the Experts Panel: Year End Planning Ide as and Strategies 2020” – AICPA National Tax and Sophisticated Tax Conference
“Divorce, Death & Taxes – NC Bar CLE
“The SECURE Act” – Lakesiders
“Smart Philanthropy: Planning Strategies for Complex Charitable Solutions” – Fidelity Charitable
“Fiduciary Income Taxation of Trusts and Estates” – NC Bar CLE
“What’s New With The New Tax Act” – Financial Planning Association of SC
“How to Setup for Success” – Women Presidents’ Organization
“Tax Update – Simplify the QBI Deductions and Incentives for Charitable Contributions” – Hood Hargett Breakfast Club
“Forensic Accounting & Using CPA’s for Special Projects” – Galliard Family Business Advisor Institute
“Gaining Momentum in my Journey w/The Art of Building Relationships” – Women’s Business Center of Charlotte
“Charitable Gifts of Business Interests: Key Planning Considerations” – Foundation For The Carolinas
“Tax Reform and It’s Impact on You”
“Help! I Have a New Tax Act and I Can’t Find My Deductions” – NC Bar CLE
“Fiduciary Income Tax of Trusts and Estates” – NC Bar CLE
“Tax Aspects of Structuring the Deal” – NC Bar CLE
“Family Business Succession Options, Challenges, Opportunities” – Charlotte Business Journal
“Family Business Succession Options” – NC Bar CLE
“Lessons in Board Membership” – Panelist for NCACPA Professional Women’s Conference
“Fiduciary Income Tax of Trusts and Estates” – NC Bar CLE
“Basics of Fiduciary Income Taxation” – NC Bar CLE
“2014 Tax Changes: How They Impact Your Business”
“Affordable Care Act” – Lecture presented at Tax Seminar
“Prepare for Higher Taxes” – Charlotte Business Journal
“Estate and Financial Planning”
“M&A Tax Issues”
“Federal Legislation: Hire Act and Health Care Act” – Lecture presented at Tax Seminar
“Knowing Your Options: Full-time, Part-time and Contractors” – Employers Association/Charlotte Chamber panelist
“Personal Financial Education” – Federal Reserve Board
“Federal and State Tax Breaks Abound for Going Green”

SmartCEO Brava Award, 2016
Women to Watch Award, 2013
Women in Business Achievement Award, 2009