DeeAnn L. Thompson, CPA

DeeAnn focuses her practice on estate planning. In her twenty-nine years of experience as a CPA, she has developed her skills to tackle complex problems in detail and produce user-friendly analysis. In her thirteen years with two family wealth management offices, her primary responsibilities involved client relations and coordination of all aspects of financial, estate, and tax planning; risk management; trust administration; and financial education.

DeeAnn is a board member for HOPE Services in Santa Clara, California, a non-profit corporation serving individuals with developmental disabilities, and chair of its Monterey County Development Committee. She relishes a good mystery novel, and has completed the Big Sur Half Marathon three times.

Guide to Electing Out of the 2010 Estate Tax

Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis)

This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision.

Click here for more information and to purchase.

Download the free Supplement Number 1 to the Guide here.

Download the free Supplement Number 2 to the Guide here.

24591 Silver Cloud Court, Suite 250 • Monterey, California 93940
Tel 831.373.1800 • Fax 831.372.0899

© 2006 - 2008
Thompson Jones LLP
All rights reserved.