My Best Advice
“Be nice”

(Advice from Nan’s sister that has served her well through all aspects of life)

Nancy Thompson, CPA, CCIFP, CGMA

Principal

with JVTR since 1998

Meet Nan, an eternal optimist, golfer, gardener, coffee roaster and world traveler. Growing up in Southwest Michigan, she attended Parchment schools from preschool through high school and stayed local as a Bronco at Western Michigan University.

Nan’s favorite part about her job is working with a wonderful, diverse group of people—whether they’re clients, co-workers, industry colleagues or members of the community. To maintain focus and stamina during tax time, she is energized by the “thrill” of the season (and a fair amount of coffee). When she’s not at the office, you’ll find Nan hosting gatherings for family and friends, cheering on the Detroit Lions (remember, she’s an eternal optimist), golfing with husband Bob, walking around the farm with their bloodhounds Buck and Tanner or traveling to her hands-down most beloved place to visit—Italy.

Expertise

Strategic tax planning, consulting and compliance for business groups in construction, real estate, manufacturing, distribution, agriculture, healthcare and other fields
Pass-through taxation services, including entity selection and structure
Tax planning, consulting and compliance for individuals, including family planning structures
Generational and ‘high net worth’ tax consulting, including estate, trust and gift tax planning
Representation before taxing authorities
Trustee services

Education

Bachelor of Business Administration – Accounting | Western Michigan University (1979)

Certifications, Affiliations and Memberships

CPA – Certified Public Accountant
CCIFP – Certified Construction Industry Financial Professional
CGMA – Chartered Global Management Accountant
Member of the AICPA (American Institute of Certified Public Accountants)
Member of the MICPA (Michigan Association of Certified Public Accountants)
- Chair of the MICPA Federal Tax Task Force (2014 to 2016)
- Past Chair of the MICPA Agribusiness Task Force
- Participant in the IRS Michigan Practitioner Liaison meetings
Member of the CFMA (Construction Financial Management Association)
- Member of the CFMA Tax and Legislative Affairs committee

Community Involvement