Overview
Profile
Terri has over 30 years of experience in providing tax services for family-owned businesses. She has extensive knowledge of all aspects of family-owned businesses, including the business itself, multi-generational owners and family members, related trusts, and family foundations. Terri recognizes that family-owned businesses require unique planning opportunities and tax strategies that must always consider family dynamics. She has a deep understanding of various tax topics, including state taxes, tax planning and strategy, and working with the Internal Revenue Service and state departments of revenue to resolve tax issues. Terri has a passion for teaching and has extensive speaking experience, presenting complex tax information in an understandable way, making her an asset to clients, the community, and CLA family members.
Technical experience
- Corporate tax planning and compliance
- Individual tax planning and compliance
- Business consulting
- Public speaking
Education
- Bachelor of business administration in accounting from University of Wisconsin—Madison
- American Institute of Certified Public Accountants, member
- Certified Public Accountant in the state of Wisconsin
In the community
- Humane Society of Sheboygan County, Treasurer
- Sheboygan County Chamber of Commerce, Past President and Board Member