Hal Terr

Hal Terr

Tax Partner at WithumSmith+Brown

Location
Greater New York City Area
Industry
Accounting

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Hal Terr's Overview

Current
Past
Education
Connections

500+ connections

Websites

Hal Terr's Summary

Estate Tax and Financial Planning

Specialties

Certified Financial Planner, Personal Financial Specialist, Accredited Estate Planner

Hal Terr's Experience

Tax Partner

WithumSmith+Brown

Privately Held; 201-500 employees; Accounting industry

July 2011Present (3 years 3 months) Princeton, New Jersey

Extensive background in the preparation and review of federal and state tax returns for estate, trusts and high net worth individuals. Regarded as one of the firm’s experts in estate and trust tax planning.
Supervise associates during tax compliance projects, ensuring team budgets and time deadlines are met, while teaching new tax concepts.
Establish the firm’s wealth management planning services, which include the marketing, preparation and presentation of comprehensive financial plans to high net worth individuals.

Senior Tax Manager

WithumSmith+Brown

Privately Held; 201-500 employees; Accounting industry

December 2004July 2011 (6 years 8 months)

Extensive background in the preparation and review of federal and state tax returns for estate, trusts and high net worth individuals. Regarded as one of the firm’s experts in estate and trust tax planning.
Supervise associates during tax compliance projects, ensuring team budgets and time deadlines are met, while teaching new tax concepts.
Establish the firm’s wealth management planning services, which include the marketing, preparation and presentation of comprehensive financial plans to high net worth individuals.

Regional Managing Director

Wachovia

Public Company; 10,001+ employees; WFC; Financial Services industry

19992003 (4 years)

Regional Managing Director for the Pennsylvania/Delaware Region. Responsible for providing financial counseling services annually to approximately 45 – 55 clients, with net worth in excess of $10 million.
Established a practice in a new region by promoting Financial Planning Group to sales force and individual client prospects.
Lead a team of advisors, associates and administrative support staff who comprise the Financial Planning Group for the Pennsylvania/Delaware Region. Guide team to meet annual service goals through coordination and management of the preparation of financial plans. Mentor advisors and associates through team meetings and training opportunities.
Responsible for initiative to develop technology standards for the national financial planning organization.

Senior Consultant

Deloitte

Privately Held; 10,001+ employees; Management Consulting industry

19941997 (3 years)

Senior Tax Consultant

Price Waterhouse

Partnership; 10,001+ employees; Accounting industry

19921994 (2 years)

Hal Terr's Skills & Expertise

  1. Financial Planning
  2. Wealth Management
  3. High Net Worth Individuals
  4. Estate Tax Planning
  5. Personal Finance
  6. Strategic Financial Planning
  7. Tax Preparation
  8. Trusts
  9. Financial Planners
  10. Tax
  11. CPA
  12. Tax Accounting
  13. Financial Advisory
  14. Financial Accounting
  15. Partnership Taxation
  16. Tax Returns
  17. SEC filings
  18. Tax Advisory
  19. Budgets
  20. Income Tax
  21. Business Valuation
  22. US GAAP
  23. GAAP
  24. Tax Research
  25. Corporate Tax
  26. International Tax
  27. Management
  28. Estate Planning
  29. Forensic Accounting
  30. Tax Law
  31. ProSystem fx Tax

View All (31) Skills View Fewer Skills

Hal Terr's Education

Binghamton University - School of Management

B.S., Accounting

19871991

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