Thompson Greenspon is pleased to announce that William H. Thomas IV, CPA, has joined the firm as a tax principal, bringing nearly two decades of experience in tax advisory and family wealth planning. William specializes in individual income tax, fiduciary income tax, and estate and gift tax, providing comprehensive guidance to individuals and families navigating complex tax matters. His deep expertise in estate administration allows him to assist families in preserving wealth and managing generational transitions effectively.
Before joining Thompson Greenspon, William spent over 18 years working with both local and national CPA firms in the Metro DC area, gaining extensive experience in tax planning and compliance for high-net-worth individuals and their families. He holds a Bachelor of Arts in Business Administration and Economics from McDaniel College and is an active member of the American Institute of Certified Public Accountants (AICPA), the Greater Bethesda Chamber of Commerce, and the Estate Planning Council of Montgomery County, MD.
Carolyn Quill, Managing Principal, said, “We are thrilled to welcome William Thomas to our leadership team as a tax principal. His extensive expertise in tax strategy and family wealth planning will be invaluable to our clients and our firm. We look forward to his contributions as we navigate the evolving tax landscape and continue to provide the highest level of service.”
For more information about William, read his bio here.