Co-founder and Managing Partner
As co-founder and partner of Capstan Tax Strategies, Terri helps commercial real estate owners and investors realize significant tax savings by utilizing valuable engineering-based tax depreciation and incentive strategies. In addition to offering a unique combination of business acumen, accessibility, and genuine warmth, Terri is constantly on the cutting edge of changes in the industry to help ensure that her customers realize maximum savings.
During her 23 years in commercial real estate, Terri has authored a number of articles and has been a frequent speaker on cost segregation studies. Terri’s ability to maintain a personal connection while conveying sophisticated information has made her a sought- after speaker, one who consistently assesses audience response and adjusts her talks accordingly. She speaks extensively to the public about tax incentives for real-estate owners, and provides customer-specific sessions and training for clients as well. Terri is frequently invited to participate as a panelist in the Edward Jones All Star Tax Series.
As tax law and regulations evolve, Terri works collaboratively with CPAs and their real estate clients to take very complicated information and present it in a streamlined manner, ensuring clients understand opportunities to maximize tax deductions. Her approach—which focuses on the practical applications—remains both frequently requested and well received. In addition to providing general information about regulations and the new tax reform, Terri often takes on a client-specific consulting role, helping clients and CPAs smoothly incorporate the new regulations into their business process.
Terri is a past president of CREW Philadelphia, a past CREW Network director, and a past CREW Foundation trustee. She was invited into The Counselors of Real Estate in 2014 and served as treasurer of the Delaware Valley chapter in 2015. She is an associate member of the Pennsylvania Apartment Association-East and AICPA. Terri was recognized by SmartCEO Magazine in 2010 as a Brava! Award winner and in 2017 as a member of the Future 50. She currently serves on the Board of Trustees of The Meadowbrook School.
Terri has achieved Masters Level in Strategic Coach. She is also a member of the Athenaeum of Philadelphia and was named a Rothman Institute Ambassador in 2014.
Terri is a 1982 graduate of the University of Alabama, Tuscaloosa.