Megan McLetchie Thoma is a director in the Private Client Services practice in San Francisco and specializes in tax compliance and consulting for high-net-worth individuals and their related businesses, trusts, private foundations, other entities, and gifting.
Megan has over 11 years of experience advising clients on estate and trust taxation matters, equity-based compensation, and tax planning for privately held investment vehicles and funds, and representation in federal and state tax examinations.
Before joining Andersen, Megan clerked during law school at a Bay Area estate planning and probate litigation law firm and the Superior Court of California, Probate. While in law school, Megan served as the Executive Editor of the University of San Francisco Law Review.
Location
Education
- Bucknell University, BA (Political Science & Psychology)
- University of San Francisco School of Law, JD
- University of San Francisco School of Law, LLM (Taxation)
Affiliations
- California State Bar
- California Lawyers Association Sections ‚ Trusts & Estates and Taxation