Events
2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum
Nashville, TN
Event Details
Thomas P. Terry
CPA*
*Licensed by the State of New York
Office Managing Partner;
Partner-in-Charge, Tax Services - Bridgehampton & Riverhead
Tax & Business
About Thomas
Thomas Terry is the office managing partner and partner-in-charge of tax services for the Firm’s Bridgehampton and Riverhead offices. He specializes in trust and estate planning for high-net-worth individuals and families managing multigenerational wealth. In addition, Thomas offers businesses forward-looking guidance, often with a sale or succession strategy in mind. He often works with owners of marinas, real estate, construction companies, retailers, and professional services firms. Thomas anlayzes and values a range of assets, from investment portfolios to property, and coordinating with his clients’ other advisors to deliver advice that holds their comprehensive financial picture in mind.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- Business Owners Advisory Council of Long Island, Vice President
- Estate Planning Council of Suffolk County, Member
- Westhampton Rotary, Member, Former President
Awards
- Community Impact Award, East End Arts and Humanities Council
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