Therese Nelson
CPA
Principal
+1 (612) 876 4723
Terry is a principal in Baker Tilly’s private wealth practice. With more than 35 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.
- Wealth transfer planning through lifetime and testamentary transfers
- Tax planning and compliance for high-net-worth individuals
- Trust and estate administration
- Charitable giving planning
- Family limited partnerships
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
Location
Minneapolis, MN
Education
Bachelor of Arts in accounting and business administration
Augustana College
(Sioux Falls, South Dakota)