Ronald S. Perry, CPA/PFS, MST
Certified Public Accountant, 24 years (5/24/90) as a practicing CPA
Expertise in complex business and tax matters, financial planning and family succession planning
Tax compliance and planning for Partner and Partnerships, S Corporations and Shareholders, and Trusts, Estates, and Beneficiaries
Advise business owners throughout the entity's life cycle; from start-up through disposition; oversee tax compliance and planning for diverse client base
Other areas of expertise include Lloyds of London taxation, Charitable Trusts, Charitable Gift Planning, Estate and Gift Tax Planning for high net worth clients
Provide comprehensive stock option planning for diverse client base, including directors, CEO's, insiders, and employees.
Northeastern University, Masters of Science in Taxation
Salem State College, Bachelor of Science in Accounting
AICPA Specialty Designation, Personal Financial Specialist.
Fellow, American Institute of Certified Public Accountants
Member, AICPA Tax Division
Member, AICPA Personal Financial Planning Division
Fellow, Massachusetts Society of Certified Public Accountants.