Terry Stading

Director of Trusts and Estates at SKDO
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • AEP
    National Association of Estate Planners & Councils
    Jan, 2010
    - Nov, 2024
  • CTFA
    Institute of Certified Bankers
    Jan, 2009
    - Nov, 2024
  • CPA
    AICPA
    Jan, 1993
    - Nov, 2024
  • CGMA
    -

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Director of Trusts and Estates
      • Nov 2017 - Present

    • Director of Trusts & Estates
      • Feb 2015 - Present

      Provide tax, accounting and advisory services to individuals, trustees and executors with a concentration in trust and estate administration issues, fiduciary and estate taxation, fiduciary accounting and reporting requirements. Consulting with financial and legal professionals to find comprehensive solutions for client's individual situations. Provide tax, accounting and advisory services to individuals, trustees and executors with a concentration in trust and estate administration issues, fiduciary and estate taxation, fiduciary accounting and reporting requirements. Consulting with financial and legal professionals to find comprehensive solutions for client's individual situations.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Partner
      • Feb 1993 - Mar 2015

      Provide tax, accounting and advisory services to individuals, trustees and executors with a concentration in trust and estate administration issues, fiduciary and estate taxation, fiduciary accounting and reporting requirements. Provide tax, accounting and advisory services to individuals, trustees and executors with a concentration in trust and estate administration issues, fiduciary and estate taxation, fiduciary accounting and reporting requirements.

    • United States
    • Accounting
    • 700 & Above Employee
    • Tax Accountant
      • 1988 - 1992

    • Staff Accountant
      • 1987 - 1988

Education

  • Saint Joseph's University
    BS, Accounting
    1983 - 1987
  • St. John Fisher College
    Accounting
    1986 - 1987

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