Principal
Billy Thomas is a principal with Thompson Greenspon specializing in family wealth planning and taxation. With expertise spanning individual income tax, fiduciary income tax, and estate and gift tax, he provides comprehensive guidance to individuals and families navigating complex tax matters. His deep understanding of individual and transfer taxes has allowed him to develop a unique knowledge of estate administration, helping families efficiently manage transitions and preserve wealth across generations.
Prior to joining Thompson Greenspon, Billy gained over 18 years of experience working with both a local and national CPA firm within the Metro Washington DC area.
Education
- BA, Business Administration & Economics, McDaniel College
Memberships
- American Institute of Certified Public Accountants (AICPA)
- Greater Bethesda Chamber of Commerce
- Estate Planning Council of Montgomery County, MD
On a Personal Note
Beyond his professional contributions, Billy is committed to community service, frequently volunteering with the Volunteer Income Tax Assistance (VITA) program and serving as a supervisor during tax season. He is also actively involved with A Wider Circle, supporting initiatives to alleviate poverty and improve financial stability for those in need.