We use cookies to improve your experience and optimize user-friendliness. Read our cookie policy for more information on the cookies we use and how to delete or block them. To continue browsing our site, please click accept.
Home Our People Hal R. Terr

Hal R. Terr

Partner

Practice Co-Leader, Private Client Services, CPA, PFS, CFP®, AEP®

Proud to be Withum.

Story

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 Withum’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 Withum, 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. Hal is past president of the Mercer County Estate Planning Council Board and past Treasurer of Congregation Kol Emet. He resides in Bucks County, PA.

Withum isn’t just a job— we’re a family, and we carry that spirit together in everything we do. We live the Withum Way. We are catalysts for growth and success.

Contact Me

*Required

How Can I Help You?

Interested in Learning More?

Learn More

Get news updates and event information from Withum

Subscribe