Thomas Stewart

Forensic, Litigation & Valuation Partner

Thomas Stewart, CPA, ABV, CVA, ASA, CFF, and CEIV, joined Whitley Penn in 2011 as a Senior Manager in the Forensic, Litigation & Valuation Services group. Prior to joining Whitley Penn he managed his own firm since 1997. Thomas serves as a testifying expert to the Texas business and legal community in matters of family law, probate, personal injury and civil litigation involving property evaluations and characterization, income taxation, commercial damages and lost profits and forensic accounting. Thomas has extensive experience in valuation of business entities and intangible assets.

For a copy of Thomas’s CV, click here.

Experience

Whitley Penn, Dallas Office, (2011-Present)

  • Partner (2014-Present)
  • Senior Manager (2011-2013)
  • Primary Areas of Focus:
    • Valuation of business entities and intangible assets
    • Economic damages and lost profit calculations
    • Family law matters including tracing and characterization of marital assets, forensic analysis, and quantification of equitable reimbursement claims
    • Forensic accounting
    • Assistance at depositions, mediations and trials providing case strategies, court room exhibits and financial solutions
    • Financial statement modeling and forecasting

T. Stewart, PC (1991–2011)

  • Owner
  • Appraisals
  • Testifying Expert

Edison Group, Inc (1997-1999)

  • Controller

Lane Gorman Trubitt, LLP (1996)

  • Staff Auditor
  • Firm Delegate for NACVA

Gregory W. Ginn, PC (1994-1995)

  • Support Staff
  • Federal and State Tax Compliance
Professional Certifications
  • Certified Public Accountant – Texas (CPA)
  • Accredited in Business Valuations (ABV)
  • Certified Valuation Analyst (CVA)
  • Accredited Senior Appraiser, American Society of Appraisers (ASA)
  • Certified in Financial Forensics (CFF)
  • Certified in Entity and Intangible Valuations (CEIV)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • American Society of Appraisers (ASA)
  • Texas Society of CPAs – Fort Worth Chapter
Seminars/Lectures/Publications
  • CPE Course, SFAS 157, Fair Value Measurements, October 2006
  • CPE Course, Oil and Gas Business Valuation Update, November 2013
  • NACVA Healthcare Practice Group Advisory Committee (2007-2008)
  • NACVA CAP Moderator (2007-2013)
  • ASA DFW Chapter Vice President-Membership 2012/2013
  • ASA DFW Chapter President 2013/2014
  • ASA Marketing Committee (2013)

 

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