Terri, who has been with MBK since 2000, focuses on tax research, Fiduciary Income Taxation, and Estate & Gift Taxation. 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.
Education:
- B.S. in Business Administration, Westfield State University
- M.S. in Taxation, University of Hartford
Service Areas:
- Taxation
Industry Concentrations:
- Not-for-Profit
- Estates & Trusts
Certifications, Memberships, Awards:
- CPA, Licensed in Massachusetts
- American Institute of Public Accountants, Member
- Massachusetts Society of Public Accountants, Member
- CPAmerica, Member
- Thought Leader Award, MBK
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