Sandi Thorman is the leader of GreerWalker LLP’s Estate, Gift and Trust Practice and also the Professional 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.