Our Partners and Principals
Hal R. Terr - CPA, PFS, CFP®, AEP®, Partner
Hal is a tax partner based in our Princeton, NJ, office and has almost 20 years of professional experience providing income tax, financial and advanced estate planning advice to corporate executives, closely-held business owners and affluent individuals. Hal is a certified public accountant, personal financial specialist from the American Institute of Certified Public Accountants (AICPA), CERTIFIED FINANCIAL PLANNER™ professional and accredited estate planner. He is also a member of WS+B’s Estate and Trust Services Group, where he focuses on assessing client financial situations and develops targeted plans to meet individual client goals.
Hal received his bachelor’s degree in accountancy from Binghamton University. Prior to joining WS+B, Hal was the regional managing director of Wachovia Bank’s Financial Planning Practice serving the Pennsylvania and Delaware regions. In addition, Hal has more than five years of tax experience in the corporate tax department of Price Waterhouse LLP and the personal financial counseling services practice of Deloitte & Touche LLP. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
Hal has written a number of articles for local and national publications and provides presentations in the specialized areas of estate and financial planning. In his community, Hal is V.P. of Membership of the Mercer County Estate Planning Council Board and past Treasurer of Congregation Kol Emet. He resides in Bucks County, PA.