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

• Rotary International | Member (Rotary Club of Kalamazoo) and Past President (Kalamazoo South Rotary)
• Rotary District 6360 Foundation | Past Treasurer
• Consumers Credit Union | Board Member