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 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 in State & Local Tax (SALT) and International Tax (inbound/outbound) matters.
Prior to joining Daszkal Bolton, Teri was affiliated with KPMG and local accounting firms focusing on tax solutions for individuals, corporations and other organizations. In addition, she has significant experience representing clients in examinations and inquiries before the Internal Revenue Service, Florida Department of Revenue, U.S. Department of Labor, and other state tax and regulatory agencies.