Perry knows the challenges business owners face, having spent 15 years in his own thriving firm, and now serving on TravisWolff’s management committee. Understanding the client’s perspective is the cornerstone of his practice. Perry works most frequently with clients having annual revenues ranging from $5 to $50 million. His significant tax planning experience working with closely held businesses, their owners, and families has proved highly valuable to his clients.
Perry’s areas of concentration include tax planning and compliance; business, financial and tax implications of mergers and acquisitions; cost segregation; business entity and growth planning; and succession planning. Active in professional associations, Perry currently serves on the American Institute of Certified Public Accountants' Tax Practice Improvement Committee.
Certifications
- Certified Public Accountant (CPA), Texas
Education
- BBA, Accounting, University of Texas at Austin
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member; Tax Improvement Committee)
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants - Dallas Chapter (Member)
- Jewish Community Center (Finance Committee)
- Temple Emanu-El (Audit Committee)
Publications & Speeches
- Hiring Incentives to Restore Employment (HIRE) Act, August 2010
- Choice of Business Entity in Today’s Tax Environment, April 2010
- Things to Consider When Seeking Financing, February 2010
- Year-End Planning, December 2009
- How Today’s Environment Affects Your Exit Strategy - Part 2, October 2009
- How Today's Environment Affects Your Exit Strategy - Part 1, September 2009
