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Terri, who has been with MBK since 2000, focuses on tax research and fiduciary taxation (trusts and estates). A CPA licensed in Massachusetts, she is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Terri holds a B.S. in Business Administration from Westfield State University and an M.S. in Taxation from the University of Hartford. Terri serves as treasurer of the Wilbraham-Hampden Academic Trust.