Events
Cocktails & Conversations
Riverhead, NY
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 a Marcum tax partner with more than 25 years of experience. 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 is comfortable analyzing and valuing 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
Upcoming Events
