Andrea M. Thermos
CPA
Estate and Trust PartnerAndrea joined Boulay in 2012 and has been a partner since 2021. She specializes in trust, gift and estate tax compliance, planning for death, and post-death asset management and trust funding. Andrea provides audit defense for state and federal estate taxes, and she is responsible for the supervision and development of estate and trust tax staff. Prior to joining Boulay, Andrea worked for 11 years with other public accounting firms.
Get In Touch
Involvement
- Minnesota Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Best Prep Financial Matters and Classroom Plus
PUBLISHED ARTICLES, SPEAKING ENGAGEMENTS AND PRESENTATIONS
- “A Survivor’s Roadmap: Helping Grieving Family and Friends Carry Out Your Wishes”
- “Don’t Overlook Your Gift Tax Return as the Deadline Approaches”
- “TCJA Myths and Facts” — St. Paul and Minnesota Foundation
- “Pitfalls of Online Estate Plans”
- “Creating a Digital Estate Plan” — MN Society of CPAs
Education
- University of St. Thomas — B.A. Accounting
- Certified Public Accountant (CPA)
Personal Interests
- Reading
- Traveling throughout the United States
- Entertaining and trying out new recipes with her friends