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Thomas Bazley
Tax Managing Director, Private Client Services at BDO USA, LLP.
Thomas Bazley is a Certified Public Accountant (CPA) with a wealth of experience exceeding twenty years in income tax planning and estate tax planning, specializing in serving professionals, corporate executives, athletes, and high net worth families.
He is dedicated to assisting business owners in transferring their businesses to future generations while strategically minimizing income tax and estate tax implications.
Thomas regularly shares his expertise by speaking at various prestigious events and organizations regarding income tax planning and estate tax planning. He has also contributed his insights through radio appearances and publication in the Tax Adviser.
His specialties include income tax planning, estate tax planning, and retirement benefits planning, particularly focusing on aspects like required minimum distribution rules, trust-related issues in leaving retirement benefits, income tax implications of distributions, and prohibited transactions.
Thomas Bazley pursued his education at Bishop Kenny High School and obtained a Bachelors of Business Administration in Accounting from the University of North Florida.
With a strong professional background, he has held key positions at renowned firms, including Tax Managing Director at BDO USA, LLP, Senior Tax Manager at BDO USA, LLP, Tax Manager at Adamson and Company, PA, Tax Manager at Crowe Horwath LLP, and Accounting Manager at Swindell, Bohn, Durden & Phillips.