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Terri Lawson CPA CDFA

Partner-in-Charge Tax

Atlanta, GA
Estate Planning, Gift and Fiduciary Tax, Individual Tax, Marital Dissolution Consulting, Tax,
Family Office, Nonprofit, Professional Services,


As a Partner-in-Charge of the Tax Department, Terri Lawson specializes in estate taxation and planning, fiduciary, gift and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements.

Terri joined the firm after graduation as a junior staff member and has more than 20 years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. She also assists clients in the areas of tax, estate, gift, succession and divorce planning and is responsible for training and supervising staff accountants on tax engagements.

Professional and Civic Organizations

Georgia Society of Certified Public Accountants
American Institute of Certified Public Accountants
Trust, Gift and Estate Technical Resource Panel
Atlanta Estate Planning Council
Atlanta Tax Forum
National Tax 20 Group
Estate Planning Council of North Georgia
Institute for Certified Divorce Financial Analysts
Instructor for Surgent-McCoy Education Services
Appeared on “Estate Tax Planning Under the 2001 Tax Act”,
nationally televised program for Edward Jones Brokerage
Quoted in the Atlanta Journal and Constitution
Speaker for the IRS Nationwide Tax Forum
Speaker for the GSCPA
Guest Lectures at Georgia Institute of Technology
Center for the Visually Impaired – Board of Trustees


Bachelor of Business Administration, J.M. Tull School of Accounting, cum laude, University of Georgia, Athens, Georgia, 1987.