Ronald S. Perry, CPA/PFS, MST

Experience

  • 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.

    Education

  • Northeastern University, Masters of Science in Taxation

  • Salem State College, Bachelor of Science in Accounting

  • AICPA Specialty Designation, Personal Financial Specialist.

    Professional Affiliations

  • Fellow, American Institute of Certified Public Accountants

  • Member, AICPA Tax Division

  • Member, AICPA Personal Financial Planning Division

  • Fellow, Massachusetts Society of Certified Public Accountants.

    Other Partners


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