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    Terri Lawson CPA CDFA

    Tax Partner

    404.253.7502
    Atlanta, GA
    Services
    Estate Planning, Gift and Fiduciary Tax, Individual Tax, Marital Dissolution Consulting, Tax,
    Industries
    Family Office, Nonprofit, Professional Services,

    Experience

    As a Tax Partner, 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

    Education

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

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