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Freddy W. Thomas, CPA/ABV, ASA
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Professional Experience
- Bank of America: Business Advisory and Valuation Services Group, Trust and Estate Administration, Commercial Lender
- Practice concentration in estate and gift tax valuations, closely-held corporations, and partnership interests in trusts and estates
- Experience estimating tax liability, planning strategies, and entity selection consulting
University and Continuing Professional Education
- Bachelor of Business Administration (Finance/Accounting), Baylor University, 1980
- Certified Public Accountant, 1990
- Accredited Senior Appraiser (Business Valuation) with the American Society of Appraisers
- Pursues an extensive program of education on federal taxation issues, including extensive curricula on tax planning strategies for partnerships, S corporations, and LLC's
Professional Awards, Activities and Memberships
- Member, American Society of Appraisers (ASA)
- Member, Texas Society of Certified Public Accountants (TSCPA) and its Dallas chapter
- Former Secretary, American Society of Appraisers, Dallas/ Fort Worth chapter
- Former member, Board of Directors, various charitable organizations
- Dallas Estate Planning Council
- American Institute of Certified Public Accountants (AICPA)
- Accredited in Business Valuation by the American Institute of Certified Public Accountants