For over 30 years, Jay’s tax work for Bond Beebe has revolved around intergenerational financial, estate and tax planning, providing an educational foundation for clients in their decision-making process to understand their options and the recommendations offered. He explores and develops tax strategies for individuals, families, small businesses, not-for-profit organizations, retirement plans and related entities. Jay also serves as the president of Bond Beebe Financial Advisors, LLC, a group which emphasizes intergenerational planning with investment strategies and options to meet individuals', families' and other entities' financial goals. He is part of Bond Beebe’s Executive Committee and serves as a trustee of their pension and profit sharing plan, holds general securities licenses and is a registered investment advisor representative.
A tax specialist with over a decade of experience, Brian provides insightful tax planning, consulting and compliance services to closely held businesses, individuals and their families. Brian specializes in serving high-net-worth individuals and families, guiding clients with custom tax strategies that account for rapidly-evolving financial and tax conditions. His extensive experience allows him to provide comprehensive tax and retirement planning solutions that focus on wealth preservation, enabling clients to not only meet, but exceed their goals.
Senior Tax Manager
Glenn has over ten years of tax experience performing review and compilation engagements and tax planning and preparation as tax manager of Bond Beebe’s Virginia office. He supervises staff and works with clients on tax planning and returns; Glenn’s focus is primarily related to real estate projects and small business.
With over 7 years of tax experience, Kelly focuses on providing compliance and tax planning services to emerging and mid-sized privately-held companies and high-net-worth individuals. She possesses in-depth knowledge regarding the taxation of Corporations and pass-through entities, and serves clients in a wide variety of industries, including professional services and commercial real estate. A diverse professional, Kelly works closely with clients to ensure their compliance and develop beneficial tax plans and strategies.
William ‘Billy’ Thomas is a Tax Manager at Bond Beebe, where he specializes in family wealth planning and taxation. He has had the opportunity to develop his knowledge in a wide variety of tax topics, with a focus on individual income tax, fiduciary income tax and estate/gift tax. In addition to his primary emphasis on individual and transfer taxes, Billy has developed an expertise in household payroll taxation and personal property taxation. Throughout tax season he also donates time to Volunteer Income Tax Assistance (VITA), a program that helps students and low-income individuals file their income tax returns. Within the professional community, Billy is actively involved with the Bethesda-Chevy Chase Chamber of Commerce and the Greater Washington Society of CPAs (GWSCPA). He is currently the Chair of the Tax Section for the GWSCPA.
Senior Tax Accountant
Jobé is a Senior Tax Accountant at Bond Beebe, where he focuses on individual taxation and prepares and reviews small business tax returns. In addition to individual and small business taxation, Jobé's experience includes transfer pricing and not-for-profit taxation. Before coming to Bond Beebe, Jobé held positions at both a "Big 4" and a local firm, where he led the not-for-profit taxation group.
Senior Tax Accountant
Scott has over three years of experience in Bond Beebe’s Tax Department, where he concentrates on tax compliance and planning for high net-worth individuals. In addition, he has gained experience with a wide variety of taxation topics including foreign compliance and reporting, household, payroll, and personal property. He has experience providing tax compliance services for many diverse entities, including employee benefit plans, non-profit organizations, and small businesses.
Senior Tax Accountant
Sean is a tax accountant at Bond Beebe, where he primarily focuses on tax compliance and planning for high net-worth individuals. He has also gained experience in other taxation areas including household payroll, personal property and foreign reporting. Sean is a 2010 graduate of McDaniel College in Westminster, MD and possesses hands-on experience performing audit fieldwork in addition to his tax expertise.