Hal Terr Email & Phone Number

An Estate and Trust Tax Partner in WithumSmith+Brown's Princeton, NJ office, I am a certified public accountant and certified planner with over 20 years experience in providing income tax, financial and advanced estate planning advice to corporate executives, closely-held business owners and affluent individualsI received a bachelor’s in accountancy from SUNY at Binghamton, NY and have earned the professional designations of Personal Financial Specialist from the American Institute of Certified Public Accountants (AICPA) and Certified Financial Planner from the Certified Financial Planner Board of Standards.Prior to joining WS+B, I was the Regional Managing Director of Wachovia Bank’s Financial Planning Practice serving the Pennsylvania and Delaware regions. In addition, I have more than five years of Big Five tax experience in the corporate tax department of Price Waterhouse LLP and the personal financial counseling services practice of Deloitte & Touche LLP. I am a member of the AICPA, NJSCPA and NYSSCPA. In addition, I am the Treasurer of the Mercer County Estate Planning Council Board and is past Treasurer of Congregation Kol Emet.As a leader of WS+B’s Estate and Trust Services Group, I focus on assessing client financial situations and developing targeted plans to meet individual client financial and estate planning goals. I have extensive experience in preserving family wealth from reduction in estate taxes through the use of advanced estate planning techniques.Specialties: Certified Financial Planner, Personal Financial Specialist, Accredited Estate Planner

Listed skills include Tax, High Net Worth Individuals, Income Tax, Strategic Financial Planning, and 28 others.

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  Binghamton University School Of Management

  Accounting