Teri Kaye, CPA with Daszkal Bolton

Teri M. Kaye, CPA

Partner | Tax Services Leader

Certifications

Licensed CPA – State of Florida

Experience

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.

Education

University of Florida, Master of Science – Concentration in Accounting University of Florida, Bachelor of Science in Accounting

Memberships

American Institute of Certified Public Accountants Florida Institute of Certified Public Accounting

Practice Areas

Tax State & Local Tax International Tax Personal Tax Transaction Advisory Business Consulting Real Estate & Construction Manufacturing and Distribution Retail Healthcare / Professional Services Technology and eCommerce

Professional Development & Community

South Florida Manufacturers Association – Treasurer, Executive Board and Board Member HANDY Inc. (Helping, Abused, Neglected and Disadvantaged Youth) – Board Member; Vice Chair of Finance Committee; Past Executive Committee Member Greater Fort Lauderdale Alliance Leadership Council - Member West Broward Estate Planning Council - Member Leadership Broward Foundation – Past Board Member; Past Finance Committee Member Broward College – Past Accounting Advisory Board Member

Honors & Awards

FICPA - 2020 Most Influential Woman Experienced Leader nominee South Florida Business & Wealth Magazine – 2019 Apogee Award Honoree South Florida Business Journal – 2018 Most Influential Business Woman Honoree Business Leader Magazine – 2012 Woman Extraordinaire

Featured Blogs

Income and Sales Tax Benefits for Florida Manufacturers

July 28, 2022
Person using calculator

Year-End Tax Planning for Calendar Year 2021

December 2, 2021

2020 taxes: More changes and opportunities

February 18, 2021