Terry Cumbey is a Certified Public Accountant Accredited in Business Valuation, Certified Valuation Analyst, Personal Financial Specialist, Certified Financial PlannerTM and a Graduate of the University of Oklahoma with a Bachelors of Business Administration degree in Accounting.
His major areas of practice include income tax planning and consultation, business valuation, estate and gift tax planning, exit strategies, business sale and acquisition planning and general business consultation.
Cumbey is a member of the National Association of Certified Valuation Analysts, American Institute of Certified Public Accountants and Oklahoma Society of Certified Public Accountants. He is a past Member of the AICPA Trust, Estate and Gift Tax Committee, past Member of the Board of Directors of the Oklahoma Society of Certified Public Accountants, past Chairman of the OSCPA Professional Continuing Education Committee and past Treasurer of the Tulsa Chapter of the Arthritis Foundation. |