Professional Experience

Terry has extensive experience in corporate, partnership and individual taxation. Over the past 20 years, Terry has built particular expertise in working with flow-through entities and privately held businesses, as well as managing tax controversies with various taxing authorities. Terry is also a member of the firm’s Nonprofit Industry group.

Areas of Expertise

Strategic tax planning

Education and Certifications

  • Cleveland-Marshall College of Law, Cleveland State University, Juris Doctorate
  • Miami University, Bachelor of Science in Business Administration
  • Certified Public Accountant, Ohio

Professional Associations

  • American Bar Association
  • Ohio Bar Association
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Tax Club of Cleveland

Community Involvement

  • Miami University Accounting Advisory Group
  • Cleveland State University Foundation Board of Directors
  • Beachwood Historical Society, Treasurer
  • Beachwood Schools Foundation, Former Treasurer
  • Beachwood High School Gallery of Success Selection Committee, Past Member
  • Beachwood Board of Education Citizens Advisory Committee, Past Member
  • Beachwood Boosters, Former Treasurer and President

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