Joseph Perry is the Firm-Wide Partner-in-Charge of Tax and Business Services. He provides significant tax consulting and compliance services for clients in various industries, including publicly-traded and closely-held companies with local, national and international operations.
Mr. Perry has an in-depth background working with publicly-traded companies. He serves on the board of Dime Community Bancshares, Inc., a public company. As the Chairman of its Risk Committee and a member of its Audit and Compensations committees, Mr. Perry is afforded a unique business perspective. As a result, he is able to provide significant business consulting services for his clients, from both a board member and advisor perspective. In addition, Mr. Perry has developed considerable experience with individual and corporate taxations, accounting for income taxes, compensation, and mergers and acquisitions.
A recognized tax expert, Mr. Perry has been interviewed by various media outlets including FoxNews.com LIVE, The Wall Street Journal Radio Network, Bloomberg, Accounting Today and Long Island Business News.
Mr. Perry has more than 20 years of experience. He joined the Firm in 2002 and is a founding member of Marcum University, an award-winning, in-house training program. Prior to joining the Firm, Mr. Perry was a Tax Partner at a "Big 4" accounting firm primarily servicing the financial industry and large public companies.
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- National Association of Corporate Directors (NACD)
- Association of Audit Committee Members, Inc. (AACMI)
- New York Bankers Association
- LEA/Leading Edge Alliance, Tax Steering Committee
- Molloy College, Business Advisory Council
- Dime Community Bancshares, Inc.,
- Board of Directors (NASD: DCOM)
- Risk Committee, Chairman
- Audit Committee, Member
- Compensations Committee, Member
- Cedar Cove Homeowners Association, Board of Directors
- Queens County Group of Savings Organization, Former Officer
- East Islip Soccer Club, Board of Directors, Former President
- Who's Who in Accounting, Long Island Business News, 2008
- 40 Under 40 Award, Long Island Business News, 2005
- Volunteer of the Year Award, East Islip Soccer Club
- McAulay Award, East Islip Soccer Club
Mergers & Acquisitions
General Business & Management Consulting
Wholesale & Distribution
Bachelor of Business Administration, Accounting
Long Island University C.W. Post
Today’s the deadline for filing tax returns, so there’s not much you can do now about your 2015 refund or underpayment. But experts say it’s ....
Donald Trump has put his wealth and the success of his business empire at the center of his presidential campaign. But what if the complexity ....
Even as New York State cut its business taxes in a widely publicized effort to provide a more business-friendly climate, it has hiked the Metropolitan ....
Saving for retirement might seem like a luxury to Americans living paycheck to paycheck, but the government is trying to make it a bit easier.
Identity theft continues to be a problem. Sometimes the first indication is a notice from the IRS that a tax return already has been filed ....
The accounting industry is growing—and looking for more help. Of the 30 firms on Crain's list, 22 have expanded their total of New York-area professionals ....
Nathan's Famous stockholders recently had a big payday when the firm shelled out $116 million to pay a $25-pershare special dividend as of March 20.
The recent run-up of the stock market has created both an opportunity and need for tax strategizing. Varying yield scenarios and tax implications unique to ....
Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discusses the outlook for tax reform and regulatory changes in 2015.
In the few days left between now and year-end, when you're buying last-minute holiday gifts and making New Year's plans, you'll want to review your ....
Accounting firm Marcum LLP has released its annual Year-End Tax Guide for the national accounting and advisory firm's clients and others.
As millions of Americans race to meet Tuesday's tax deadline, their chances of getting audited are lower than they have been in years.
Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discusses some of the red flags that can trigger an audit, with Fox Business' Gerri Willis.
AOL's recent attempt to make matching contributions to its employees' 401(k) plans in one annual lump sum sparked plenty of employee backlash.
Although AOL ....
The Internal Revenue Service is on the prowl - possibly for you. Thanks to improved detection systems and computerized checks, the IRS can more easily ....
Attention high-income earners: Be prepared to pay more in this year's tax bills.
LESS than a year ago, people were worried about a variety of tax increases in 2013, from income and investment taxes going up to the ....
Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discussed tax rate changes and the surprise that businesses and individuals are in for when they ....
December 04, 2013
Joseph Perry, Partner-in-Charge, Tax & Business Services, and Diane Giordano, Tax & Business Services Partner, Quoted in The Metropolitan Corporate Counsel Article "Marcum Releases Year-End Tax Guide"
November 27, 2013
Joseph Perry, Partner-in-Charge, Tax & Business Services, and Diane Giordano, Tax & Business Services Partner, Quoted in Accounting Today Article "Marcum Releases Year-End Tax Guide"
Beneath the bipartisan push by key lawmakers to revise and simplify the U.S. tax code lies a simmering debate over whether to equalize top corporate ....
There has been no shortage of media coverage on this year's higher tax rates and new taxes, but accountants expect many of their clients to ....
That tax refund check won’t be in the mail – at least for now.
David Glusman, Partner-in-Charge of the Firm's Philadelphia Office, interviewed in NBC10 Segment "Tax Implications for Same-Sex Married Couples in Pennsylvania."
Topic: How the New 2013 Tax Rates will Affect Top Earners, Particularly High Income Married Couples
U.S. taxpayers with income of more than $200,000 a year will see federal tax rates rise this year on wages and investments.
November 21, 2012
Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Tax & Business Services Partner, Featured in Long Island Business News Article "Dividend Payment Strategy Avoids Fiscal Cliff"
First of Long Island Corp., a Glen Head-based bank, a few weeks ago moved its fourth-quarter dividend up one month – from Jan. 13 to ....
With all the buzz around the fiscal cliff and the Bush tax cuts that are set to expire in 2013, what tends to get overlooked ....
As negotiations over the fiscal cliff get underway in Washington, investors who crave the safety of blue chip stocks are bracing for big changes in ....
One boom, megabust, and sort-of-boom after they first went into effect, the expiration of George W. Bush-era tax cuts could goose the top individual dividend ....
October 17, 2012
Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Tax & Business Services Partner, Featured in Long Island Business News Article "CPAs Urge Firms to Pay 4Q Dividends in 2012"
Accountants are urging companies to pay dividends this year rather than wait until next year, when rates are slated to nearly triple.
Attacks on presidential hopeful Mitt Romney's Swiss bank account and overseas tax havens have revived scrutiny of an issue that has caused angst among many ....
July 16, 2012
Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Partner, Tax & Business Services Featured in Financial Executive Article "Enhancing Shareholder Value in Uncertain Times"
With the 2001 and 2003 tax cuts again set to expire at the end f the year, new corporate tax proposals under serious consideration and ....
The Supreme Court's decision on health care helps clear up--to a small but important degree--the outlook for those who expect higher taxes next year and ....
What if you did an installmentsale in a prior year? You could try to sell the note to a third party, whichwould cause you to ....
In the article, Mr. Perry said, "Doing away with the AMT would require replacing a lot of lost tax revenue by increasing regular taxes." Additionally, ....
In the article Mr. Perry said, "And when the tax code changes, there are no blanket "right" or "wrong" steps to take."
Mr. Perry discussed how doing away with the mortgage interest deduction will not only have a negative impact on high-income and middle-income homeowners, but could ....
Joseph Perry, Partner-in-Charge of Tax and Business Services at Marcum LLP, was interviewed on FoxNews.com LIVE regarding the impact of President Obama’s proposed deficit reduction ....
With only two weeks left, Long Island tax preparers are busier than normal with year-end tax planning because of the tax-cut package President Barack Obama ....
The health care reform bill passed by Congress last month has small businesses reconsidering hiring, despite a 10 percent unemployment rate that has millions looking ....