Teri serves as the Tax Services Leader/ Partner-In-Charge of the Fort Lauderdale Office, and sits on the firm’s Executive Committee. With 30 plus years of experience in public accounting, she specializes in holistic tax planning and compliance for high net worth families and their entities, assisting them in reducing their total tax burden throughout their life cycle events. Teri has significant experience with multistate operating businesses and exit planning and transaction advisory services for pass-through businesses. In addition, she has significant experience representing clients in examinations and inquiries before the Internal Revenue Service, Florida Department of Revenue, and other state tax agencies.