Michael J. Jones, CPA
Mike is a partner in Thompson Jones LLP. His tax consulting practice focuses on sophisticated wealth transfer strategy, trust and probate matters (both administration and controversy resolution), family business transitions, and taxpayer representation before the IRS. He is a noted authority on estate planning for IRA and retirement plan benefits, and chairs Trusts & Estates magazine's Retirement Benefits Committee. Mike was listed among CPA Magazine's Top 50 IRS Practitioners and Top 40 Tax Advisors to Know During a Recession.
Mike is the author of Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis) and Final Regulations Governing Minimum Required Distributions, a Special Supplement to the Pension Answer Book. He has written over 100 articles appearing in Trusts & Estates, Leimberg Information Services, Inc., Estate Planning, Tax Notes, CCH Federal Tax Weekly, California Trusts and Estates Quarterly, Ed Slott's IRA Newsletter, and others. He has been quoted in Natalie Choate's Life and Death Planning for Retirement Benefits, Keith Schiller's Estate Planning at the Movies, Art of the Estate Tax Return, New York Times, Forbes Magazine, The Wall Street Journal, Bloomberg Financial Report and others.
Mike has served as adjunct faculty at Santa Clara University School of Law and University of St. Thomas Center for Family Enterprise. He has been a featured lecturer at: AICPA Advanced Estate Planning Conference; Jerry A. Kasner Estate Planning Symposium, Santa Clara University; Hawaii Tax Institute; AICPA Advanced Estate Planning Conference; AICPA Conference on Tax Strategies for the High-Income Individual; CEB Estate Planning and Administration Annual Updates, UCLA-CEB Estate Planning Institute; The Federal Institute on Taxation, NYU; NYU Family Wealth Institute (co-founder and co-Chair with Thompson Jones LLP's DeeAnn L. Thompson); The Summer Institute In Taxation, Introduction to Estates and Trusts, NYU (Chair); Notre Dame Institute on Estate Planning, and many others. He has been a course developer and lecturer for California CPA Education Foundation.
Mike is an avid prone paddleboarder and surfer. His (mostly) paddleboarding blog is located at: http://mikejones-whatsup.blogspot.com/
