Terry is the partner in charge of the Global Reward Services practice for the West region with more than 22 years of business experience providing compensation and benefits consulting assistance to Fortune 1000 companies and privately held companies in all the tax aspects of employee benefit plans and arrangements, specializing in executive compensation. Terry was previously a partner at another Big 4 firm prior to rejoining KPMG in August 2016.
Terry has extensive knowledge serving as an external tax compliance consultant for public and private companies across various industries as well as not-for-profit entities. Terry spends significant time focusing on equity compensation, deferred compensation and golden parachutes. Outside of the executive compensation area, Terry has extensive experience in employee benefits in captive insurance, 401(a) and 403(b) retirement plans, and executive tax home identification.
Terry is a frequent speaker at many trade organizations as well at many local and regional business organizations regarding compensation and benefits issues. Terry has spoken at national business organization meetings on the topic of employee benefits and captive insurance. Terry has written several articles about IRS and DOL compliance issues and has frequently contributed an annual update to The Tax Advisor on employee benefit issues.
Terry holds a Master of Laws in Taxation with distinction from Georgetown University Law Center, a Juris Doctor from the University of Missouri, Kansas City School of Law, and Bachelor of Journalism from the University of Missouri - Columbia.