Terry Cosand

Audit Partner

Terry Cosand
Office
Dallas
Direct Dial
214-393-9530
214.393.9531
214-393-9530
469-358-0774
Terry.Cosand@whitleypenn.com
Education

B.B.A. in Accounting, Southern Methodist University, 1992

Terry Cosand, CPA, joined the firm in 2005 as part of the audit department and served clients in a variety of industries. Since joining Whitley Penn, Terry has taken a lead role in the Employee Benefit Plan Practice which includes over 160 employee benefit plan audits, as well as preparation of more than 100 annual Form 5500 filings.

Experience

Whitley Penn, Dallas Office, (2005-Present)

  • Partner (Present)
  • Assurance and Advisory Services
  • Primary industry and areas of practice include:
    • Employee Benefit Plan Audits
    • Experience with a variety of types of plans, including 401(k), 403(b), defined benefit, health and welfare plans, plans requiring a Form 11-K filing with the SEC, plans held in a master trust, as well as plans with mergers, terminations and spin-offs
    • Tax Compliance Reviews of Form 5500 filings
    • Due Diligence Services for Retirement Plans for Mergers and Acquisitions

Ernst & Young, Fort Worth Office, (1993-1999)

  • Audit Manager – Assurance and Advisory Services
  • Served public and non-public clients in a variety of industries, including manufacturing, distribution, non-profit, service, real estate and employee benefit plans
Professional Certifications
  • Certified Public Accountant (CPA)

Defined Contribution Plans Audit - Advanced   Terry Cosand Advanced AICPA Certification

Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Chapter, TSCPA
  • Southern Methodist University Alumni Association
  • Fort Worth Human Resource Management Association (FWHRMA)
  • DallasHR

 

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