Terry has practiced public accounting since 2011. He leads the Private Clients Group in the Moss Adams San Francisco office. He serves closely held businesses and individuals.
Additionally, Terry works in the firm’s China Practice, serving inbound and outbound clients from China and other parts of Asia. His focus areas include equity compensation, international cross-border services, business owner succession, charitable planning, and estate, gift and trust planning.
Terry has shared his expertise through training his peers, both within and outside of the firm, in tax reform, stock options, charitable planning, S corporations, and individual tax. He has also authored external articles on charitable planning and stock options.