Leadership

Thomas Stewart, CPA, ABV, CVA, ASA, CFF, and CEIV, is an FLVS partner at Whitley Penn. He joined us in 2011 as a Senior Manager in the Forensic, Litigation & Valuation Services group. Prior to joining, he managed his own firm, founded in 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 the valuation of business entities and intangible assets.

To request more information regarding industry expertise, please click here.

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

• 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)

• American Institute of Certified Public Accountants (AICPA)
• American Society of Appraisers (ASA)
• Texas Society of CPAs – Fort Worth Chapter

• B.S. in Accounting Control Systems, University of North Texas

• 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
• T. Stewart, PC (1991–2011)
  • Owner
  • Appraisals
  • Testifying Expert
• 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, courtroom exhibits, and financial solutions
    • Financial statement modeling and forecasting

• CPE Course, SFAS 157, Fair Value Measurements, October 2006
• NACVA Healthcare Practice Group Advisory Committee (2007-2008)
• CPE Course, Oil and Gas Business Valuation Update, November 2013
• NACVA CAP Moderator (2007-2013)
• ASA DFW Chapter Vice President-Membership 2012/2013
• ASA DFW Chapter President 2013/2014
• ASA Marketing Committee (2013)