Terri Bolyard Email & Phone Number

Lexington, KY And Bradenton, FL

I am an international tax expert serving both international inbound and outbound clients, including individuals, partnerships and corporations.

Bradenton, FL

• Bolyard Consulting manages the accounting, finance, legal, tax and treasury matters for its clients My clients have included GE, Nike, Dentsply Sirona, CH Robinson, Hertz and Feld Entertainment. One of my current.
• Drafted Articles of Incorporation, Member’s Operating Agreement and Non-disclosure agreements. Drafted/reviewed vendor contracts, joint venture agreements and other various contracts. Drafted Articles of Incorporation.
• Fund raising - raised $2.6 million dollars. Currently managing another significant raise. Services performed for other clients:
• Provided loan staff services to Fortune 500 companies, including General Electric Aircraft Engines in Evendale, OH, being responsible for all international tax compliance for the Aircraft division.
• Constructed offshore intellectual property (“IP”) companies for companies with international businesses.
• Developed cash management and foreign currency risk strategies in conjunction with the cash accumulated offshore in the IP company.

Tampa/St. Petersburg, Florida Area

• Designed data models with IT for BEPS/CbCR compliance, intercompany transactions rationalization, segmented legal entity reporting for transfer pricing analysis.
• Utilized Six Sigma principals to implement process improvements for intercompany transactions.
• Advised clients on “Best Practices” for tax and transfer pricing processes.

Orlando, Florida

• Evaluated corporate readiness for BEPS and operational transfer pricing, including developing the master file, local files and data mining strategies for the country-by-country reporting matrix.
• Managed a team of 5 individuals.
• Timely and accurately filed all international tax reporting requirements, including over 400 5471s, 8858s, 8865s, 1118 and other accompanying forms and disclosures.
• Using Six Sigma principles, automated the international compliance process and reduced the calculation of taxation of financial instruments process from three weeks to 1 day.
• Assisted the provision team in calculating the partial APB 23 assertion on the high tax partner of a complex foreign partnership structure.

Austin, Texas Area

• First tax director of the company. Designed and implemented international tax structure.
• Member of the finance team that took the company public. Drafted tax disclosure in S-1 filed with the SEC and received no follow-up questions.
• Managed 5 tax consultants and 3 treasury personnel.
• Brought ASC 740 calculation in-house.

• Designed global transfer pricing process, including operationalizing transfer pricing policy, data management for cost sharing and headquarter cost allocations, APAs, FIN48 accrual, documentation and transfer pricing.
• Managed compliance of the international portion of the return and tax provision for all years employed at Lexmark.
• Managed compliance of the entire U.S. Federal tax returns for two years, including 1120, 1118, 5471s, 8858s, 8865s and other return attachments.
• Coached and mentored two team members.
• Co-lead the acquisition of Perceptive Software.

Jd, Tax Law/Taxation, Valedictorian

Activities and Societies: Student Bar Association, Secretary (2 terms) - Secretary, Moot Court, Law Review (Articles Editor), Volunteer.

Bs, Accounting, Chemistry, Math, Magna Cum Laude/Top Ten Graduates In The College Of Business

Activities and Societies: Presidential Scholarship, Dean's Scholarship, Association of Government Accountants Scholarship, Published short.